Portfolio Manager/Investment Assistant, Japanese speaking

JAC Recruitment Pte Ltd; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A global financial services firm located in Singapore seeks a Japanese-speaking Investment Assistant to support investment and portfolio management. The role involves conducting financial analysis, preparing reports, and fostering client relationships. Ideal candidates will have a background in finance or investments with strong portfolio management skills. Proficiency in Japanese is a must to liaise with stakeholders. Professional certifications like CFA or CFP are preferred. Only shortlisted candidates will be contacted.

Qualifications

• Solid knowledge and experience in investments and finance.
• Strong analytical skills and ability to assess portfolios.
• Fluency in Japanese and English.

Responsibilities

• Conduct financial analysis and assist with portfolio strategies.
• Prepare reports and research market trends.
• Foster strong client relationships.

Skills

Financial analysis

Portfolio management

Client relationship

Communication

Japanese language proficiency

Analytical skills

Education

Bachelor’s degree in Finance, Investments, or a related field

Tools

CFA

CFP

Job description

OVERVIEW

Founded in Switzerland, this company is an independent private wealth management firm owned by its employees and strategic investors. They are committed to confidentiality, security, and ethical practices, delivering tailored financial advice to their clients. Operating globally, their entities are regulated by leading financial authorities including FINMA (Switzerland), MAS (Singapore), and DFSA (Dubai). As a member of Sustainable Finance Geneva, we uphold excellence and responsible wealth management.

They are seeking a Japanese-speaking Investment Assistant to support our investment and portfolio management activities.

Responsibilities

• Conducting financial analysis, assisting with portfolio strategies
• Preparing reports and recommendations, researching market trends
• Fostering strong client relationships
• Working closely with the investment team to develop strategies aligned with clients’ financial objectives

Requirements

• Solid knowledge and experience in investments, finance, and financial services
• Proficiency in investment management, including portfolio assessment and strategy development
• Strong communication skills and ability to build lasting client relationships
• Fluency in Japanese (required) in Japanese in order to liaise with Japanese speaking stakeholders, and English; additional languages are a plus
• Bachelor’s degree in Finance, Investments, or a related field
• Professional certifications (CFA, CFP, etc.) preferred
• Exceptional analytical skills and

We regret to inform that only shortlisted candidates will be notified.

Appreciate your understanding.

EA: JAC Recruitment Pte. Ltd.

EA Licence: 90C3026

EA Personnel:R24123855

EA Personnel Name: Mei Kamioka

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