Building Long-Term Client Relationships

2 weeks ago

Singapore beBeeRelationship Full time $900,000 - $1,200,000

Job Title: Relationship Manager

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Overview:

An asset management firm is seeking a Relationship Manager for its Japan office to focus on servicing high-net-worth individuals (HNWIs). The company provides bespoke asset management services to HNWIs, corporate owners, and institutional investors through its Japan entity. Its core strength lies in unique alternative investment strategies, including Japan-focused strategies, U.S. renovation loans, and litigation finance. Operating under a neutral and flexible model, the firm partners with major private banks and custodians to deliver truly client-centric investment solutions.

Key Responsibilities:

  • Provide investment advisory services and propose optimal financial products tailored to individual and corporate HNW clients by leveraging the firm's alternative investment strategies within a neutral and flexible model.
  • Offer comprehensive wealth management solutions in collaboration with external experts in tax, inheritance, real estate, insurance, trusts, and business succession.
  • Develop long-term asset strategies based on each client's life stage and financial goals.
  • Build and deepen trusted relationships with clients through personalized engagement.
  • Plan and manage seminars and networking events to generate leads and acquire new clients.
  • Stay informed on financial and economic trends and share insights internally and externally.

Required Qualifications:

  • Minimum 3 years of sales experience serving high-net-worth clients at securities firms, banks, insurance companies, or asset management companies.
  • Strong presentation and communication skills.
  • Proven experience in recommending basic financial products such as equities, bonds, mutual funds, and insurance.
  • Experience in marketing and selling offshore private placement funds is a plus.
  • Background in private banking, IFA, or EAM-related businesses is highly advantageous.

Preferred Qualifications:

  • Relevant certifications such as Japanese Securities Representative, CFP, CFA, or Financial Planner.
  • Demonstrated success in targeting niche segments such as entrepreneurs, doctors, or executives of listed companies.
  • Strong business communication skills (English proficiency not required).

Ideal Candidate Profile:

  • A client-first mindset with the ability to build relationships sincerely and attentively.
  • Willingness to engage in responsible, long-term asset planning with clients.
  • Strong ethical standards and compliance awareness.
  • A collaborative team player who can proactively drive client proposals.

Work Location:

Tokyo or Osaka (Domestic and occasional international travel required for client engagement)

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