More jobs:
Investment Counsellor; Japan Market
Remote / Online - Candidates ideally in
Singapore
Listed on 2026-01-03
Singapore
Listing for:
Jar Wealth Management PTE. LTD.
Full Time, Remote/Work from Home
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Location
Singapore (on-site office work)
Applications from Japan are welcome.
Full-time (with probation period)
OverviewWe are seeking an Investment Counsellor to support our Japan-focused UHNW/HNW client base. This role requires broad involvement across investment advisory, portfolio support, client relations, and operational tasks. Curiosity, ownership, and resilience under pressure are essential.
Key Responsibilities- Support portfolio management (product selection, analysis, reporting, monitoring)
- Risk management (position tracking, exposure management, leveraging, margin/Lombard)
- Client servicing (meeting participation, document handling, inquiries)
- Creation of investment proposals, presentations, and performance reports
- Support deal flow such as private deals, IPO, AMC setup and documentation
- Assist with family office, corporate, and account opening processes
- Office operations, administrative duties, and ad-hoc tasks as needed
Workload varies depending on market conditions and client activity. Routine and administrative tasks are also part of the role.
Required Qualifications- Native-level Japanese (including professional writing and client-facing communication)
- Proven work experience in financial services (PB, securities, AM/FO, IFA, etc.)
- Business-level English (internal/external communication, documents, emails)
- Strong time management and ability to perform under time pressure
- High proficiency in basic tools (Excel, PowerPoint, Google Workspace)
- Experience with UHNW client coverage
- Understanding of FX, fixed income, futures, derivatives, structured products (DCI/accumulators)
- Familiarity with leveraged strategies (Lombard loans, margin usage)
- Experience with family office or cross-border wealth structures
- Interest in Japan-Singapore tax, cross-border structuring, and estate planning
- Proactive learner with a strong appetite to explore new areas
- Willingness to engage in a wide scope of responsibilities without strict boundaries
- Comfortable with periods of long working hours and high workload when required
- Balanced mindset: accuracy + speed; able to prioritize and execute
- Professional communication, attention to detail, commitment to client experience
- On-site office work (remote work not generally available)
- Early morning / late evening work may be required depending on markets & deadlines
- Compensation: to be determined based on experience & skill level (incentive scheme available)
- Employment pass support: subject to eligibility and discussion
Please submit your CV and work history (in Japanese or English) in PDF format. Include details on:
- Areas of expertise / product knowledge
- Past responsibilities and scope
- Career aspirations and preferred direction
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