社名
社名非公開
職種
その他 金融・不動産専門職
業務内容
...
■Company detailsA leading global investment bank providing research, liquidity, and capital solutions. As part of a top's investment bank, the firm operates across several countries to connect global markets with Asia.■About the jobWe are looking for an entrepreneurial Wealth Management professional to acquire, develop, and service Chinese-speaking high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients residing in Japan and across the region.■Main tasks include:・Develop and manage relationships with Chinese-speaking HNW and UHNW clients.・Acquire new clients through personal networks, referrals, and strategic initiatives.・Provide tailored investment and asset allocation solutions aligned with client goals.・Drive growth in AUM, revenues, and wallet share while engaging in portfolio reviews.・Support onboarding, KYC, compliance, and organize client events and seminars.・Prepare materials in Mandarin Chinese and Japanese and collaborate across global teams.#LI-Onsite#LI-KN
求められる経験
[Must-have Requirements]
・Bachelor's degree or above in Finance, Economics, Business, or related fields
・3+ years of experience in wealth management, private banking, or securities
・Proven track record in client acquisition and business development
・Fluent or business-level Mandarin Chinese and business-level Japanese (N2+)
[Welcomed Requirements]
・Existing network of Chinese-speaking HNW/UHNW clients or professional intermediaries
・Experience in cross-border wealth management and international investments
・Knowledge of digital marketing platforms and social media tools (WeChat, LINE, etc.)
・Relevant financial regulatory licenses or wealth management certifications
保険
健康保険 厚生年金保険 雇用保険
休日休暇
土曜日 日曜日 祝日
給与
年収1,500 ~ 2,500万円
賞与
-
雇用期間
期間の定めなし
show more
社名
社名非公開
職種
その他 金融・不動産専門職
業務内容
■Company detailsA leading global investment bank providing research, liquidity, and capital solutions. As part of a top's investment bank, the firm operates across several countries to connect global markets with Asia.■About the jobWe are looking for an entrepreneurial Wealth Management professional to acquire, develop, and service Chinese-speaking high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients residing in Japan and across the region.■Main tasks include:・Develop and manage relationships with Chinese-speaking HNW and UHNW clients.・Acquire new clients through personal networks, referrals, and strategic initiatives.・Provide tailored investment and asset allocation solutions aligned with client goals.・Drive growth in AUM, revenues, and wallet share while engaging in portfolio reviews.・Support onboarding, KYC, compliance, and organize client events and seminars.・Prepare materials in Mandarin Chinese and Japanese and collaborate across global teams.#LI-Onsite#LI-KN
求められる経験
[Must-have Requirements]
・Bachelor's degree or above in Finance, Economics, Business, or related fields
...
・3+ years of experience in wealth management, private banking, or securities
・Proven track record in client acquisition and business development
・Fluent or business-level Mandarin Chinese and business-level Japanese (N2+)
[Welcomed Requirements]
・Existing network of Chinese-speaking HNW/UHNW clients or professional intermediaries
・Experience in cross-border wealth management and international investments
・Knowledge of digital marketing platforms and social media tools (WeChat, LINE, etc.)
・Relevant financial regulatory licenses or wealth management certifications
保険
健康保険 厚生年金保険 雇用保険
休日休暇
土曜日 日曜日 祝日
給与
年収1,500 ~ 2,500万円
賞与
-
雇用期間
期間の定めなし
show more