Global Sales Planning

会社概要/Company Overview

日興アセットマネジメントは、日本そしてアジアを代表する資産運用会社です。株式、債券、オルタナティブ、マルチアセットなど多様な資産クラスを対象とするアクティブ運用やETF（上場投資信託）を含むパッシブ運用など、革新的な投資ソリューションを提供しています。

60年を超える実績を誇り、30以上の国・地域から集まる人材を世界11カ国・地域に擁して、約200名の運用プロフェッショナルが約36.35兆円の資産を運用しています。グローバルな視点を活かし、お客様のニーズにお応えする様々な商品の開発を推進するとともに、優れた運用パフォーマンスの実現を常に追求しています。銀行などの金融機関、証券会社、生命保険・損害保険、ファイナンシャルアドバイザーなど、国内外の計300社超の販売ネットワークを通じ、個人投資家の皆様や年金基金や金融機関など世界中の機関投資家のお客様に対して幅広いサービスを提供しています。

With US$240.1 billion* under management, Nikko Asset Management is one of Asia’s largest asset managers, providing high-conviction, active fund management across a range of Equity, Fixed Income, Multi-Asset and Alternative strategies. In addition, its complementary range of passive strategies covers more than 20 indices and includes some of Asia’s largest exchange-traded funds (ETFs).

Headquartered in Asia since 1959, the firm represents nearly 200** investment professionals and over 30 nationalities across 11 countries. More than 300 banks, brokers, financial advisors and life insurance companies around the world distribute the company’s products.

※2024年3月末時点
※世界の就業者数、運用プロフェッショナル：日興アセットマネジメント株式会社、および連結子会社の役社員を含む。
※運用資産総額：日興アセットマネジメント株式会社および海外子会社の連結運用資産総額（投資助言を含みます。）

Purpose Statement

・We are seeking a dynamic and detail-oriented individual who is highly analytical, strategic, and collaborative, has a passion for innovative thinking and digital tools and can work closely with stakeholders across the business to move related projects forward. This role reports into the Head of the Global Sales Planning Dept. This role is pivotal in driving our global sales efforts across different geographies and market segments and requires a strategic thinker capable of supporting our global sales teams and helping manage our business platforms, including Salesforce, Account Engagement, Seismic, and others. The ideal candidate will have a strong command of both English and Japanese, exceptional stakeholder management abilities, a deep understanding of the asset management industry, excellent analytical and problem-solving skills, proficiency in sales analytics tools, and the ability to work collaboratively in a fast-paced, dynamic environment.

Key Responsibilities

Strategic Initiative Development
・Develop and execute strategic initiatives that support the objectives of our sales and sales support teams.
・Identify areas for improvement and propose actionable plans to optimize sales processes and support functions.
・Work closely with cross-functional teams to align strategic initiatives with broader business goals.

Reporting and Analysis
・Develop and Implement KPIs: Establish and maintain key performance indicators to measure the effectiveness and efficiency of growth/sales strategies.
・Monitor Performance: Regularly track and analyze performance metrics to ensure alignment with organizational goals.

・Reporting
o    Prepare detailed reports on KPI performance and budget status for senior management and stakeholders.
o    Design and generate insightful reports for management, providing clear and actionable data to inform decision-making.
o    Develop customized dashboards and reporting tools to track key performance indicators and metrics.

・Market and Competitive Analysis: Conduct thorough analyses of market trends, opportunities, customer needs, the competitive landscape, and areas for improvement to identify opportunities for strategic initiatives.

Stakeholder Management
・Build and maintain strong relationships with key stakeholders, including sales teams, sales support teams, IT, and senior management.
・Act as a liaison between different departments to ensure alignment and collaboration on strategic initiatives.
・Facilitate effective communication and feedback loops to drive continuous improvement and address any concerns or challenges.

Compliance
・Ensure all global sales activities comply with relevant regulatory requirements and industry standards.
・Stay updated on changes in regulations and industry practices, and implement necessary adjustments to sales strategies and processes.
・Identify potential compliance risks related to global sales activities and develop strategies to mitigate these risks.

Knowledge and Skills  

・ Excellent communication and presentation skills in both English and Japanese.
・Strong analytical and problem-solving skills with the ability to interpret complex data and generate actionable insights.
・Ability to manage multiple priorities, strong project management skills.
・Ability to build consensus across cross-functional teams.
・Familiarity with data analysis and report creation.

Experience and Qualification

・Over 2–3 years working experience in a similar role, or a related role within the asset management industry or financial services industry.
・Native in either English or Japanese, advanced business level in the other.
・Experience with creating reports that are widely used across the business.
・Experience with digital sales & reporting tools, preferably the Salesforce suite of products.
・Proficient in MS Office suite, specifically Excel Macro/VBA, Word, and PowerPoint.
・Investment related qualifications, digital related qualifications / experience are an advantage.

Personal Characteristics

・Proactive self-starter
・Innovative, logical thinker
・Strong sense of accountability, integrity, and attention to detail
・High interpersonal / communication skills at all levels within the organisation
・Ability to advocate for ideas and inspire change
・A team player for the broader company, as well within immediate teams, while still able to work independently