Wealth Management Assistant (Japanese Speaking)ID:36885

5,000 SGD ~ 10,000 SGDシティ28日 前

概要

  • 給与

    5,000 SGD ~ 10,000 SGD

  • 業界

    Finance(Securities)

  • 仕事内容

    Our client, a leading financial institution in Singapore, is seeking a detail-oriented Wealth Management Assistant to support their Wealth and Corporate Client Solutions division.

    【Responsibilities】
    - Manage and monitor clients’ investment portfolios.
    - Prepare investment proposals for clients and prospects, including data analysis in Excel and presentation preparation in PowerPoint.
    - Provide documentation support, including account opening, source of wealth verification, and cash flow management.
    - Draft internal reports, marketing materials, and various internal and external correspondences.
    - Receive clients’ trade orders, perform pre-trade checks, and support trade execution and approvals.
    - Maintain up-to-date information using internal systems.
    - Liaise with internal teams in Singapore, Japan, and other regions, as well as external stakeholders, including vendors.
    - Handle phone calls and client inquiries, and prepare related documents, including English–Japanese translations.

求めている人材

  • 応募条件

    【 Requirements & Preferences 】

    (Must)
    - Bachelor’s degree or higher.
    - 1–3 years of relevant work experience in a financial institution.
    - CACS Paper 1 and Paper 2 certifications.
    - Proficient in Japanese (speaking, listening, and writing; JLPT N2 or equivalent) to communicate effectively with Japanese-speaking internal and external stakeholders.
    - Proficient in Microsoft Excel and PowerPoint for data analysis and presentation preparation.

    (Advantageous)
    - Strong communication and interpersonal skills.
    - High attention to detail and accuracy in documentation.

  • 英語

    -

  • その他言語

    -

その他

関連求人