Entity
Amundi, the leading European asset manager, ranking among the top 10 global players [1], offers its 100 million clients - retail, institutional and corporate - a complete range of savings and investment solutions in active and passive management, in traditional or real assets.
With its six international investment hubs [2], financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape.
Amundi clients benefit from the expertise and advice of 5,300 employees in 35 countries. A subsidiary of the Crédit Agricole group and listed on the stock exchange, Amundi currently manages more than €2.0 trillion of assets [3].
Amundi, a trusted partner, working every day in the interest of its clients and society
[1] Source: IPE “Top 500 Asset Managers” published in June 2022, based on assets under management as at 31/12/2021
[2] Boston, Dublin, London, Milan, Paris and Tokyo
[3] Amundi data including Lyxor as at 31/03/2022
By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.
Reference
2024-90513
Publication date
28/06/2024
Client On-boarding
- Onboard new accounts, coordinate account and fund changes and closing in collaboration with the corresponding centers of expertise and other internal/external stakeholders. (Set up dedicated funds / products and manage modifications to the client mandates or dedicated funds.). Chair kick-off meeting, preparation meeting and post-launch meeting for mandate launch.
- Prepare and internally circulate Summary of New Discretionary Investment Advisory Account and obtain official approval through internal business Approval system.
- Assist and co-ordinate the review of legal agreements, investment guidelines, operating memorandum and IMAs/SLAs with internal departments and the client.
- Conduct KYC (Know Your Client) for institutional clients – maintain KYC data and relevant documents in KYC system.
- Account data management – feed information on an account management system.
Client Query Management
- Act as a point of contact for client queries received through various channels
- Handle issues and complains in line with agreed procedure in collaboration with sales teams.
- Act as the main Relationship Manager for a major trust bank who distributes our multi-asset strategy product to pension funds.
Fund-Handling Management
- Performs duties associated with contract change, fund document change and regulatory changes.
- Share all the relevant fund-related information and effects with Sales teams, and support them for timely and accurate communication with client.
- Maintain clients’ account data.
Liaison with other regions
- Communication on various matters and issues related to Institutional Business Division (IBD) business, on behalf of Japan.
Reporting
- Clearly communicate client reporting requirements to the relevant team, manage timelines and send the produced reports to the clients.
- Ensures delivery of legal documents, fund information and fund reports to the clients
- Ensures timely and accurate delivery of client reports, in collaboration with the Reporting team and Sales team.
Candidate should hold a Japan working Visa or have no restrictions on working in Japan
Bachelor egree / BSc Degree or equivalent
Experience and other requirements:
- Proficiency in Japanese and English
- Strong interpersonal and communication skills
- Strong PC skills (Word, Excel, PPT)
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