Responsibilities:
1. Investment Solutions & Portfolio Management
- Lead discretionary and advisory portfolio solutions for HNW/UHNW clients.
- Design and oversee SMA, model portfolios and asset allocation frameworks.
- Develop investment strategy across equities, fixed income, funds and multi-asset solutions.
- Enhance portfolio risk management and governance processes.
2. Product Governance & Due Diligence
- Chair the product selection and onboarding process.
- Establish fund due diligence standards and governance frameworks.
- Manage Approved Product List (APL) and lending eligibility framework.
- Work closely with Risk, Compliance and Legal teams.
3. Strategic Business Development
- Identify new wealth management capabilities and strategic partnerships.
- Drive collaboration with global asset managers, banks and technology providers.
- Support business growth through innovative investment offerings.
4. Digital Transformation & Platform Development
- Lead implementation of portfolio management, advisory and risk systems.
- Drive automation and digitalization initiatives across investment functions.
- Act as business sponsor for strategic technology projects.
5. Client Advisory & Thought Leadership
- Support relationship managers in servicing UHNW clients.
- Participate in key client meetings and investment committees.
- Conduct investment seminars and market outlook presentations.
Requirements
- Bachelor's degree in any discipline.
- At least 20 years of working experience in investment and wealth management, covering global equities and multi-asset portfolio
- Strong expertise in portfolio management, asset allocation and wealth solutions for high-net worth clients
- Proven capability in end-to-end product development and large-scale project execution (strategy to system implementation)
- Advanced stakeholder management and global partnership experience
- Strong spoken and written Japanese language and English language skills.
