Portfolio Manager

5 days ago


Singapore Jar Wealth Management PTE. LTD. Full time

**Responsibilities**:

- Conduct comprehensive financial market analysis, including Japanese and global markets, to identify investment opportunities and risks.
- Develop, implement, and review sophisticated investment strategies for high-net-worth and institutional Japanese-speaking clients.
- Provide expert investment counseling to clients, delivering clear analysis and recommendations in Japanese, both written and orally.
- Lead client onboarding, KYC (Know Your Customer), and compliance documentation processes, ensuring adherence to MAS and relevant Japanese regulatory requirements.
- Prepare detailed portfolio performance reports, investment proposals, and presentations for clients and senior management.
- Maintain up-to-date knowledge of MAS regulations and Japanese market rules to ensure full compliance and fit and proper standards.
- Support business development activities through client relationship management and tailored investment solutions.

**Requirements**:

- Bachelor's degree in finance, economics, business, or related field
- Fluent professional proficiency in Japanese (spoken and written) essential to effectively communicate with Japanese clients and stakeholders.
- Deep understanding of Japanese financial markets, investment products, and regulatory landscape including MAS compliance and fit and proper criteria.
- Proven track record of generating returns exceeding relevant benchmarks while managing risk effectively.
- Strong analytical skills with proficiency in financial modeling, portfolio analytics, and familiar with Bloomberg, etc.
- Excellent client servicing, presentation, and interpersonal skills with a customer-oriented approach.
- Relevant professional qualifications such as CFA, CFP, CPA, or equivalent preferred.
- Ability to work independently and collaboratively in dynamic, multicultural environments.


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