Wealth Manager

Manage relationships with private wealth and premier clients, respond to inquiries, organize client events, execute service initiatives to enhance satisfaction, and maintain relationships with corporate partners.

Responsibilities

• Manage relationships with private wealth and premier clients
• Build and maintain strong communication and engagement with clients
• Respond to client inquiries in a timely and professional manner
• Propose and organize events to engage clients and encourage participation
• Plan and execute service initiatives to enhance client engagement and satisfaction
• Develop and maintain relationships with corporate partners connected to the firm

Requirements

• At least 3 years of sales or customer relationship experience in financial institutions, trading, real estate, SaaS, or similar specialized industries
• General knowledge of the financial industry
• Experience proposing customized solutions with internal and external experts
• Proficiency in Excel, PowerPoint, and Word
• Fluent Japanese
• Business-level English
• Private banking experience is preferred
• Practical cryptocurrency industry experience is preferred
• Proactive, collaborative, persistent, adaptable, and committed to continuous learning