Associate Director, Wealth & Corporate Client Solutions

Job Summary

Deliver comprehensive wealth management services to Daiwa’s corporate and high-net-worth Japanese clients, driving business growth through strategic client relationship management and new client acquisition.

Responsibilities

• Deliver tailored wealth management solutions to corporate and high-net-worth Japanese clients to achieve client financial goals and business growth.
• Develop and sustain strong client relationships by proactively scheduling and conducting client visits and regular check-in calls to understand client needs and enhance satisfaction.
• Identify and engage prospective Japanese clients to expand the client base and generate assets undermanagement (AUM) that contribute to meeting the team’s sales revenue targets.
• Apply in-depth knowledge of equities and fixed income products to advise clients effectively and support investment decisions aligned with their objectives.
• Leverage established networks within the Japanese high-net-worth community, both domestically and internationally, to facilitate business development and client retention.
• Utilize strong spoken and written Japanese language skills to communicate clearly and build trust with Japanese clients, ensuring seamless client management and service delivery.