Portfolio Manager & Junior Investment Counselor (Japanese Language Required)

Jar Wealth Management PTE. LTD.; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

A financial advisory firm in Singapore seeks a Financial Advisor to conduct comprehensive market analysis and develop investment strategies for Japanese-speaking clients. The ideal candidate is fluent in Japanese, holds a relevant degree, and has strong analytical skills. This role involves client onboarding and ensuring compliance with regulations.

Qualifications

• Fluency in Japanese is essential for effective communication with clients.
• Proven experience in generating investment returns exceeding benchmarks.
• Relevant qualifications such as CFA, CFP, or CPA preferred.

Responsibilities

• Conduct financial market analysis for investment opportunities.
• Develop investment strategies for high-net-worth clients.
• Prepare detailed portfolio performance reports.

Skills

Fluent professional proficiency in Japanese

Strong analytical skills

Excellent client servicing skills

Education

Bachelor's degree in finance, economics, or related field

Tools

Bloomberg

Job description

Responsibilities

• Conduct comprehensive financial market analysis, including Japanese and global markets, to identify investment opportunities and risks.
• Develop, implement, and review sophisticated investment strategies for high-net-worth and institutional Japanese-speaking clients.
• Provide expert investment counseling to clients, delivering clear analysis and recommendations in Japanese, both written and orally.
• Lead client onboarding, KYC (Know Your Customer), and compliance documentation processes, ensuring adherence to MAS and relevant Japanese regulatory requirements.
• Prepare detailed portfolio performance reports, investment proposals, and presentations for clients and senior management.
• Maintain up-to-date knowledge of MAS regulations and Japanese market rules to ensure full compliance and fit and proper standards.
• Support business development activities through client relationship management and tailored investment solutions.

Requirements

• Bachelor's degree in finance, economics, business, or related field
• Fluent professional proficiency in Japanese (spoken and written) essential to effectively communicate with Japanese clients and stakeholders.
• Deep understanding of Japanese financial markets, investment products, and regulatory landscape including MAS compliance and fit and proper criteria.
• Proven track record of generating returns exceeding relevant benchmarks while managing risk effectively.
• Strong analytical skills with proficiency in financial modeling, portfolio analytics, and familiar with Bloomberg, etc.
• Excellent client servicing, presentation, and interpersonal skills with a customer-oriented approach.
• Relevant professional qualifications such as CFA, CFP, CPA, or equivalent preferred.
• Ability to work independently and collaboratively in dynamic, multicultural environments.