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Institutional Advisor

Tokyo, Tokyo Prefecture, Japan
October 16, 2020


•Evaluate portfolio performance reports, in conjunction with Wealth Management research and external parties, to make recommendations for change

•Partner with other team members to create marketing plans and track prospecting activities

•Experience of producing applications and reports.

•Identifies and cultivates prospects and/or clients. Initiates and follows up on new business opportunities.

•Leads new business meetings and closes sales to institutional investors and consultants

•Meet with individuals or institutions to assess their financial needs and counsel them on strategies that match their financial goals.

•Explain tax laws and insurance that may be relevant to their investments.

•Explain the types of services provided to clients.

•Help clients plan for future expenses such as a home, education, or retirement.

•Research investment opportunities.