PR/095454 | Portfolio Manager

COMPANY OVERVIEW
Our client is up an coming Multi Family Office.

JOB RESPONSIBILITIES

As a multi-family office for ultra-wealthy individuals, we support each family's asset management with a high degree of customization. In this position, you will have a wide range of responsibilities, focusing on the following tasks:

• Supporting the execution of portfolio and investment proposals, explanations, and investments for Japan high-net-worth clients

• Planning and execution of investment strategies in collaboration with portfolio management and existing portfolio managers

• Formulate and review allocation strategies in line with customer-specific operational goals

• Practice of multi-asset management of funds, bonds, stocks, hedge funds, alternatives, etc.

• Periodic portfolio reporting and presentation

• Operational support such as client onboarding, KYC, and account opening

• Practical cooperation and negotiations with overseas financial institutions (PB/Custodian, etc.)

• Bilingual internal and external communication in Japanese and English

REQUIREMENTS

• Practical experience in asset management (at least 3 years)

• Experience in fund management

• Native Japanese level

• Business English conversational, reading and writing skills (frequently used both internally and externally)

• Familiar with Excel, PowerPoint, CRM tools, etc.

• High multitasking ability and practical performance

• Customer-oriented and team-oriented

 
We regret to inform that only shortlisted candidates will be notified.
We appreciate your understanding. 
 
EA: JAC Recruitment Pte. Ltd.
EA Licence: 90C3026 
EA Personnel: R22109162 
EA Personnel Name: Tan Wan Ting

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