Wealth Management Assistant

18 hours ago

Central Region, Singapore Reeracoen Singapore Pte Ltd Full time $80,000 - $120,000 per year

Job title: Wealth Management Assistant (Japanese Speaking)

Reference ID: 36885

Salary Range: 5, ,000 SGD

Our client is a leading financial institution in Singapore, seeking a Wealth Management Assistant to support their Wealth and Corporate Client Solutions division.

【 Responsibilities 】

- Manage and monitor clients' investment portfolios.

- Prepare investment proposals for clients and prospects, including data processing in Excel and preparing presentations in PowerPoint.

- Provide documentation support (e.g., account opening, source of wealth verification, cash flow management).

- Draft internal reports, marketing materials, and various internal/external correspondences.

- Receive clients' trade orders, perform pre-trade checks, and support execution and approvals.

- Maintain up-to-date information using internal systems.

- Liaise with internal teams in Singapore, Japan, and other regions, as well as external stakeholders, including vendors.

- Handle phone calls, client inquiries, and prepare related documents, including English–Japanese translations.

【 What you will receive 】

- Variable Bonus (Depends on Company and Individual performance)

- Annual Leave: 21 days

- Medical Leave: 14 days

- Medical Benefits

【 Requirements & Preferences 】

(Must)

- Bachelor's degree or higher.

- 1–3 years of relevant work experience in a financial institution.

- CACS Paper 1 and Paper 2 certifications.

- Proficiency in Japanese (speaking, listening, and writing, JLPT N2 or equivalent) to effectively communicate with Japanese-speaking internal and external stakeholders.

- Proficiency in Microsoft Excel and PowerPoint for data analysis and presentation preparation.

(Advantageous)

- Strong communication and interpersonal skills.

- High attention to detail with accuracy in documentation.


We regret that only shortlisted candidates will be notified.

Registration No.: R Stanley Neo Khay Liang)

Recruitment Licence: 12C5051

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