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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