Wealth Management Assistant (Japanese Speaking)ID:36885

5,000 SGD ~ 10,000 SGDCity约3小时 ago

概述

  • 薪资

    5,000 SGD ~ 10,000 SGD

  • 产业类别

    Finance(Securities)

  • 工作内容

    Our client is a leading financial institution in Singapore, seeking a 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 processing in Excel and preparing presentations in PowerPoint.
    - Provide documentation support (e.g., account opening, source of wealth verification, cash flow management).
    - Draft internal reports, marketing materials, and various internal/external correspondences.
    - Receive clients’ trade orders, perform pre-trade checks, and support 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, client inquiries, and prepare related documents, including English–Japanese translations.

资格

  • 应征条件

    【 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.
    - Proficiency in Japanese (speaking, listening, and writing, JLPT N2 or equivalent) to effectively communicate with Japanese-speaking internal and external stakeholders.
    - Proficiency in Microsoft Excel and PowerPoint for data analysis and presentation preparation.

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

  • 英文

    -

  • 其他语言

    -

附加信息

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