Portfolio Manager

About the Opportunity

Our client is an up-and-coming Multi-Family Office.

Responsibilities

• Supporting the execution of portfolio and investment proposals, explanations, and investments for Japan high-net-worth clients
• Planning and execution of investment strategies in collaboration with portfolio management and existing portfolio managers
• Formulate and review allocation strategies in line with customer-specific operational goals
• Practice of multi-asset management of funds, bonds, stocks, hedge funds, alternatives, etc.
• Periodic portfolio reporting and presentation
• Operational support such as client onboarding, KYC, and account opening
• Practical cooperation and negotiations with overseas financial institutions (PB/Custodian, etc.)
• Bilingual internal and external communication in Japanese and English

Eligibility

• Practical experience in asset management (at least 3 years)
• Experience in fund management
• Native Japanese level
• Business English conversational, reading, and writing skills (frequently used both internally and externally)
• Familiar with Excel, PowerPoint, CRM tools, etc.
• High multitasking ability and practical performance
• Customer-oriented and team-oriented

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

We appreciate your understanding.

About Company

EA: JAC Recruitment Pte. Ltd.

EA Licence: 90C3026

EA Personnel: R22109162

EA Personnel Name: Tan Wan Ting

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