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Updated 2023-08-11
Activated 2023-08-11

[Major financial institution/first place Kanto] Relationship manager for wealthy people (consulting sales for individual customers)
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This posting is managed by: j Career Co.,Ltd. / 株式会社 j Career
Company Name Company is not publicly visible
Job Type
j Career Co.,Ltd. / 株式会社 j Career
Finance/Bank/Securities/Investment - Client Service
Sales/AE - Financial Product & Service Sales
Sales/AE - Private Sales
Industry Banking/Securities
Location Asia Japan Tokyo
Asia Japan
Job Description [Business content]
A customer sales consultant centered on asset management in custody.

We will listen to the customer's intentions regarding the assets entrusted to us, and cooperate with Money Plaza, which is jointly developed with the Group, to provide better options from a wide range of products.

In addition to our strengths as an online securities company, we will establish a sales structure that can propose a wide range of solutions to meet the needs of wealthy customers.

We will provide services according to the needs of customers of financial centers that are mainly deployed in the Tokyo metropolitan area, Kansai area, and regional stores (Sapporo, Nagoya, Fukuoka).

This time, we are looking for a wide range of people with experience in order to strengthen consultants for the wealthy.
Company Info Measures against second-hand smoke: In principle, smoking is prohibited indoors (smoking rooms are available), but varies depending on the office
Working Hours 8:50-17:10
Break time: 60 minutes
Existence of overtime work: Yes
・Those who have about 5 years of personal sales experience at a bank, securities company, or insurance company
・Experienced in sales of financial products such as foreign currency deposits, investment trusts, variable insurance, structured bonds, etc.
・Securities sales representative qualification, insurance sales qualification, etc. required
・Those who can be transferred nationwide.

* Telework is not performed, and it is necessary to come to the office. You can use staggered working hours.

[Welcome conditions]
・Experience in advisory or consulting work for clients
・Experience in business evaluation work
・Planning and presentation skills
・High communication skills with related parties

<Final educational background> Graduate school, university graduate or above
Salary Depends on experience   
Other Salary
Salary increase: once a year
Bonus: once a year

【Social insurance】
Employment, Workers' Compensation, Health, Welfare Pension
[Transportation fee]
Full payment of commuting expenses
Overtime allowance, housing subsidy, various social insurance, retirement allowance system, various welfare programs, nursing care leave system, childcare leave system, qualification acquisition support system, etc.
Holidays [Holiday/Vacation]
2 days off per week (Saturday, Sunday, National Holiday)*
Paid vacation, annual paid vacation 20 days (first year, but it varies depending on the month of joining)
Job Contract
full-time employment
*Trial period 3 months

Please apply from here



j Career Co.,Ltd. / 株式会社 j Career

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[Major financial institution/first place Kanto] Relationship manager for wealthy people (consulting sales for individual customers)