- Company: Japanese financial institution
- Location: Central
Job Description
Our client, a Japanese financial institution, is looking for a Japanese-speaking member to join their Client Solutions team. This role is essentially a support role for a team of Relationship Managers (RMs) who manage wealthy clients’ investments, mostly Japanese-speaking clients. The person in this role helps with client service, administrative work, and investment-related tasks.
- Assist a team of Relationship Managers in Singapore and Hong Kong on all aspects of client service, operational, administrative and marketing support.
- Assist with the onboarding of new clients and coordinate the Japanese onboarding documentation
- Prepare and handle account opening documents in compliance with AML requirements
- Receive and execute client orders, including but not limited to securities, bonds, derivatives, loans and FX transactions.
- Ensure trading and settlement setup for the client account before trade.
- Liaise with the Japan head office/ inter offices for any administrative issues.
- Coordinate and advise on security settlement subject and corporate action matters.
- Coordinating with internal and external parties to process clients’ portfolio transfer instructions involving different asset classes.
- Assist the RMs in managing and monitoring clients' portfolio including updating of portfolio positions and investment proposals to mainly Japanese speaking clients/prospects
- Collaborate with internal and external parties vendors on projects, including system rollouts and enhancements
Job Requirements
- Bachelor's degree or higher in a relevant field
- Preferably Completion of CACS 1 & CACS 2
- Experienced in receiving and placing orders for different asset classes like shares, bonds, funds and forex from clients and relationship managers.
- Familiar with client onboarding, KYC, trading services and portfolio support.
- Proficiency in Japanese (reading, writing, and speaking) is essential for effective communication with Japanese-speaking internal and external stakeholders
- Team player with a positive attitude and a service-oriented mindset
- Self-reliant personality with strong client negotiation skills.
- Cautious and thoughtful when dealing with numbers