Job Description:
Provide investment and financial solutions to high net worth and middle market customers. Consults with customers regarding financial needs, recommends products and services including, opens and services accounts and ensures records/files are maintained within policy/guidelines. Monitors customers' changing needs and recommends strategies that utilize company products/services.
Develops customer base through servicing existing clients and his/her own network. Input new business ideas through interaction with accounts into business and products mangers. Incumbents have an in-depth knowledge of markets and basic knowledge of various products, excellent sales/relationship management skills and consistently strong performance.

Experience Level:

• 5-10 or longer years in the customer service/wealth management/ private banking business in the financial service industry.

Requirements:

• JSDA
• 5-10 years experience in Private/middle markets relationship management.
• Must be highly knowledgeable of product arrays such as Trust, Wealth Management, Brokerage, etc.
• Must have a strong pedigree and well-established relationships with high net-worth and clients in middle markets such as foundations, endowment funds and religious entities.
• Preferred to have interchanges with non-Japanese residents and expatriates and have a relation with Korean-Japanese, Taiwanese, Chinese society and will do the Financial Advisor’s job as a Financial Service professional.
• Open to any gender, age, nationality.
• To understand the products, reading and writing Japanese skills are MUST.

For a confidential consideration, please send an up-to-date CV, preferably in a Word Doc format to T2Tokyo.