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Job ID : 1423262 Date Updated : September 15th, 2023
wealth management_private banker

【大手金融機関】ウェルスマネージメント部 プライベートバンカー

Location Tokyo - 23 Wards
Job Type Permanent Full-time
Salary Negotiable, based on experience

Work Style

Remote Work and WFH Minimal Overtime

Job Description





[Business content] In charge of customers as a private banker (RM: relationship manager), We will handle projects such as new development, deposits, remittances, financial asset-backed loans, real estate-backed loans, financial product intermediation, and advisory. [Department and branch overview] A sales department that mainly provides private banking services to listed company owners and their asset management companies. We provide deposits, domestic and international remittances, loans secured by financial assets such as listed stocks, loans secured by real estate, financial product brokerage, and advisory services in collaboration with external experts such as tax accountants. As a way of working, we are also using telecommuting. In addition, there is a staggered work system, and flexible working styles are possible.


General Requirements

Minimum Experience Level Over 3 years
Career Level Mid Career
Minimum English Level None
Minimum Japanese Level Business Level
Minimum Education Level Bachelor's Degree
Visa Status Permission to work in Japan required

Required Skills





・More than 5 years of sales experience at a bank or securities company ・More than 5 years of experience in financial asset-backed loans and profitable real estate-backed loans ・Type 1 securities sales representative

・More than 3 years of sales experience to listed company owners ・Lending business experience in English (project analysis, contract negotiation, etc.) ・FP2 level or higher ・Private banker (Securities Analysts Association, primary, senior) ・Securities analyst ・Real estate broker

・The depth of the pocket and the number of withdrawals that can correspond to various wealthy customers ・Those who can assemble loan transactions in a way that balances risk and return according to the characteristics of the customer and the project, and manage the series of loan transaction processes such as negotiating conditions with customers, creating and negotiating contracts, and approval within the bank. ・Team player ・Ability to handle multiple projects simultaneously and in order of priority


full-time employment
*Trial period 3 months



Salary increase: once a year
Bonus: once a year

【Social insurance】
Employment, Workers' Compensation, Health, Welfare Pension

[Transportation fee]
Full payment of commuting expenses

Overtime allowance, housing subsidy, various social insurance, retirement allowance system, various welfare programs, nursing care leave system, childcare leave system, qualification acquisition support system, etc.


[Secondary smoking measures] There are places where indoor smoking is allowed

Job Location

  • Tokyo - 23 Wards

Work Conditions

Job Type Permanent Full-time
Salary Negotiable, based on experience
Work Hours 9:00~17:20
Holidays 【休日/休暇】 週休2日制(土曜 日曜 祝日)、有給休暇、年次有給休暇20日
Industry Bank, Trust Bank

Job Category

  • Sales > B2B Sales
  • Banking and Financial Services > Investment Banking, M&A
  • Banking and Financial Services > B2C Sales

Company Details

Company Type Large Company (more than 300 employees)