クライアントポートフォリオマネージャー（Client Portfolio Manager）

About the Opportunity

Client Portfolio Manager position focusing on building relationships with existing clients, optimizing investment portfolios, and fostering long-term trust.

Responsibilities

• Manage and optimize client portfolios
• Provide investment strategy and asset management recommendations
• Conduct regular meetings and reporting with clients
• Advise clients based on market trends and risk analysis
• Collaborate with internal teams such as research and analysts

About You

Qualifications & Skills:

• Proven experience in portfolio management or investment advisory
• Knowledge of financial markets and investment products
• Strong analytical and risk assessment skills
• Strong client relationship management skills
• Business-level Japanese; English proficiency a plus
• Relevant certifications (CFA, Chartered Analyst, CFP, etc.) preferred
• Must have legal work authorization in Japan

Benefits

• On-site work at a Japan office
• Full-time employment
• Flexible working hours (no core time)
• Tools used: Bloomberg, Excel, Power BI, CRM systems, Google Workspace, etc.

About Company

What You’ll Gain:

• Build long-term trust by supporting clients’ asset management
• Enhance expertise by working on the frontline of financial markets
• Potential career path into Senior Portfolio Manager or Head of Investment Strategy roles