Responsibilities -お客様を訪問し、お客様の職場で現場作業を遂行(場所：セントラル) -お客様やITチームメンバーとのコミュニケーション(メール、TEAMS等) -お客様とITチームのメンバーとのミーティングに参加し、ITプロジェクトのドキュメント(会議の議事録/メモの作成等)をサポート ‐プロジェクトドキュメント(Office関連のWord、Excel等)の更新・準備 -ITチームメンバーをサポートするその他関連職務 -Visit customer and work onsite at the customer’s workplace (in Central) -Communicate with customers and our IT team members (e.g. email, TEAMS etc.) -Join meeting with customers and our IT team members to support documentation (e.g. take meeting minutes/memo) for our IT projects -Update/prepare project documents (e.g Office related Word, Excel etc.) -Ad hoc duties to support our IT team members Requirement - 2年以上の社会人経験、ビジネスマナー - 優れたコミュニケーションスキルと書類作成のスキル - MS officeスキル(Office関連のWord、Excel等) - 流暢レベル以上の日本語スキルと日常会話レベルの英語スキル - IT技術の知識は不要、あれば尚可 - 基本的には派遣先のお客様の現場で働くが、自社オフィスに出社する必要のある業務も有り - 入社後のパフォーマンスやプロジェクト状況により正社員登用の可能性有り - More than 2 years of work experience - More than fluent level of Japanese and conversational level of English - Good communication skills and good documentation skills to join the group meetings with the internal IT team & customers & help make documents (reports/minutes/documents etc.); - Not necessary with IT technical skills but with IT knowledge is preferred; - Working onsite at the customer in Central, sometimes may come to the office
<Job Responsibilities> Exert best efforts for generating new sales, maintaining and expanding business with existing customers; - Develop & execute effective sales and marketing strategy for the relevant market; - Conduct market research to identify export/import opportunities creatively; - Lead a well-performed sales team with sound coaching and guidance; - Render quality services to customers; - Hit pre-agreed sales targets; - Effect good sales communications to customers and among the company's overseas offices; - Generate Sales Leads proactively and respond to Routine Orders actively to promote business among the company's overseas offices; - Complete or assist with RFI, RFQ for Global Accounts; - Make joint sales calls with the compamy's overseas sales personnel as required; - Make business trips as required; - Coordinate with other Global Accounts Manager in major bids; - Provide SOP to CS Coordinators for any special handling requirements; - Check S.I. & AWB copies in a thorough and timely manner to minimize mistakes; - Complete reports e.g. Monthly Sales Reports / KPI Report etc. ; - Make good judgment on providing credit facilities, responsible for settling outstanding payment of one’s own account; - Assist in ad hoc assignments as required. <Necessary Skill / Experience > - Form 5 or above preferably a Diploma / HD / Degree holder in Sales & Marketing or related field - Well experienced in over 8 years’ sales activities in sizable air & ocean forwarding company with proven track record - Knowledge of air & ocean freight business and worldwide market - Good command of written and spoken Japanese, English, Cantonese and Mandarin - Excellent leadership, negotiation and team building skills - Proactive, customer-oriented, results-oriented with excellent interpersonal & presentation skills - Proficient MS skills
海外保険関連業務 金融業界スタートアップの先駆者として、保険契約者と保険ブローカー/保険会社との間のコーディネーターを担っていただき、日本国籍のお客様がシームレスな海外カスタマーサービスを体験できるようにしていただきます。 - 必要な香港保険免許（IAライセンス）を取得した後、提携する保険ブローカーに出向し、技術代理人としての立場で、保険申請手続き中の各種手続きやオンボーディング後のクライアントへのフォローアップ - コンサルタントとして、香港の提携保険ブローカーに対し、保険契約者の資産配分や日本の税務問題を考慮した信託スキーム、生命保険やファイナンシャルプランニングについてアドバイスを提供 - 新しい保険商品とパートナーシップの可能性のある保険会社の特定 Overseas insurance-related operations You will be assigned as a coordinator between policyholders and insurance brokers/ insurance companies to ensure Japanese nationalities can experience seamless overseas customer services. - After obtaining the required Hong Kong insurance licenses, you will be seconded to an insurance broker which the company is affiliated with, and in your capacity as a technical representative, you will be responsible for the various procedures during the insurance application process and follow-up with the client after onboarding. - As a consultant, giving advise our affiliated Hong Kong insurance brokers on trust schemes that take into account the policyholder's asset allocation and Japanese taxation matters, as well as life and financial planning. - Being in charge of identifying new insurance products and possible insurance companies for partnership. <Necessary Skill / Experience > ‐ IAライセンスを取得すること（選考時に保持している必要はございません） - 金融業界での実務経験。（特定の専門分野は必要ございません） ‐ 営業経験、確かな実績や成功した実務経験を持つ候補者が望ましい - 日本への出張は、紹介者との良好な関係を築き、維持するために必要となるため、日本でのそのような活動の経験を持つ方歓迎 - 現在のクライアントを参加させる必要はありませんが、グループに参加する際に自分のクライアントベースを育てるスキル - 収益やコストに対する強い意識、または収益管理の経験 ‐言語スキル:ネイティブレベルの日本語スキル、ビジネスレベルの英語が望ましい（必要なSFCライセンスを取得するため） - 日本在住の超富裕層を対象とするため、彼らの需要を認識する感受性と、彼らのニーズに対応し、満足させるための経験とスキル ‐海外でのスタートアップ金融ビジネスにおいて、主体性を持って取り組み成功したい方 - Working experience in the financial industry. No particular area of expertise is required, however,candidate with sales experience, a proven track record and successful work experience is preferable. - As business trips to Japan is required to develop and maintain good relationship with referrers, we value those who have experience of such activities in Japan. - Not required to bring your current clients on board, however, required to have the skills to cultivate your own client base upon joining our group. - A strong sense of consciousness towards revenue and cost, or experience in revenue management will be valuable. - Language skills: Native Japanese is a must and business-level English is preferable (to obtain the required IA licenses). - As targeting UHNWI residing in Japan, you must have the sensitivity to recognize their demand, and the experience and skill set to correspond and satisfy their needs. - Strong desire to succeed in the overseas startup finance business by taking the initiative.
金融業界スタートアップの先駆者として、グループ内の外部関係者、特にクライアントをグループに紹介できる関係者との関係を構築、および管理する責任をお任せします。 SFCライセンスタイプ1、4、及び9を保有するフロントオフィス業務、EAMビジネスの代表者として、主に以下2つのタスクに従事していただきます。 (i)事業開発: 紹介者とのビジネス展開 既存の紹介者から紹介され、関係構築を促進 リレーションシップ マネージャー (RM) には、以下が含まれます。 - 超富裕層顧客の特定されたニーズに応え、継続的なフォローアップを通じたソリューション、提案書の作成、緊密な関係の維持 - UHNWI(超富裕層顧客)への魅力的なソリューションの調達 - 日本居住紹介者、およびクライアント紹介の促進 - 紹介者への提案の提供 (ii) クライアント獲得: (i)で言及された紹介者と関わり、クライアントを容易にするためCMの機能、システム、条件、およびプラニングを考慮した紹介。 Be responsible for developing and managing relationships with external parties within the group, particularly those who can introduce clients to our group. As a representative of the EAM business holding SFC licenses Type 1, 4, and 9, you will be primarily engaged in the following two tasks: in front office operations, (i) Business development: Develop business with prospective clients introduced by existing referrers and promote relationship building as a Relationship Manager (RM), which includes: - responding to the identified needs of prospective clients by providing solutions, creating proposals, and maintaining close relationships through ongoing follow-ups. - Sourcing of appealing solutions to UHNWI (prospective clients) residing in Japan and referrers, and promotion of client referrals by providing proposals to referrers. (ii) Client Acquisition: Engage with referrers mentioned in (i) to facilitate client referrals by considering CM’s functions, systems, conditions, and planning etc. which facilitates referrers to introduce clients to us. <Necessary Skill / Experience > ‐ SFCライセンスのType 1, 4, and 9を取得すること（選考時に保持している必要はございません） - 金融業界での実務経験。（特定の専門分野は必要ございません） ‐ 営業経験、確かな実績や成功した実務経験を持つ候補者が望ましい - 日本への出張は、紹介者との良好な関係を築き、維持するために必要となるため、日本でのそのような活動の経験を持つ方歓迎 - 現在のクライアントを参加させる必要はありませんが、グループに参加する際に自分のクライアントベースを育てるスキル - 収益やコストに対する強い意識、または収益管理の経験 ‐言語スキル:ネイティブレベルの日本語スキル、ビジネスレベルの英語が望ましい（必要なSFCライセンスを取得するため） - 日本在住の超富裕層を対象とするため、彼らの需要を認識する感受性と、彼らのニーズに対応し、満足させるための経験とスキル ‐海外でのスタートアップ金融ビジネスにおいて、主体性を持って取り組み成功したい方 - Working experience in the financial industry. No particular area of expertise is required, however, candidate with sales experience, a proven track record and successful work experiences is preferable. - As business trips to Japan is required to develop and maintain good relationship with referrers, we value those who have experience of such activities in Japan. - You are not required to bring your current clients onboard, however, you are demanded having the skills to cultivate your own client base upon joining our group. - It is important to possess a strong sense of consciousness towards revenue and cost, or experience in revenue management. - Language skills: Native Japanese is a must and business-level English is preferable (in order to obtain the required SFC licenses). - As you will be targeting UHNWIs residing in Japan, you must have the sensitivity to recognize their demand, and the experience and skill set to correspond and satisfy their needs - Strong desire to succeed in the overseas startup finance business by taking the initiative
