About the role
This senior-level role focuses on managing and growing a portfolio of high-net-worth offshore clients within the North Asia market, specifically targeting the Japan segment. The position requires deep expertise in wealth management, investment advisory, and cross-border regulatory compliance to deliver tailored financial solutions.
BankingOnsite
Key Responsibilities
- Manage and grow a dedicated portfolio of high-net-worth (HNW) offshore clients in the North Asia and Japan market
- Provide comprehensive wealth management advice including investment, insurance, and legacy planning solutions
- Monitor and analyze client portfolios to ensure alignment with risk profiles and investment objectives
- Build and maintain strong, long-term relationships through proactive client engagement and service excellence
- Execute client transactions across various asset classes such as equities, bonds, and structured products
- Ensure all client activities comply with internal risk management policies and international banking regulations
- Identify and capitalize on new business opportunities through networking and client referrals
- Collaborate with internal product specialists and investment counselors to provide sophisticated financial strategies
Requirements
- Minimum of 5-8 years of relationship management experience in priority banking or wealth management
- Proven track record of managing high-net-worth client portfolios and meeting revenue targets
- Professional fluency in Japanese (written and spoken) to effectively serve the North Asia/Japan offshore segment
- Bachelor's degree in Finance, Business Administration, Economics, or a related field
- Strong understanding of wealth management products, financial markets, and investment trends
- Deep knowledge of Know Your Customer (KYC) and Anti-Money Laundering (AML) regulatory requirements
- Excellent communication, negotiation, and interpersonal skills for high-stakes client interaction
- Possession of relevant financial advisory licenses or certifications according to regional requirements
- Ability to navigate complex cross-border financial regulations and tax implications
- Strong analytical skills for portfolio review and risk assessment