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7 дней назад

Senior Account Associate - Global Wealth Management Channel

Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
Japan
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Senior Account Associate - Global Wealth Management Channel (Financial Services): Supporting client-facing teams and servicing institutional and retail clients in Japan with an accent on client inquiries, reporting, presentations, and investment-related requests. Focus on coordinating with operations, legal, compliance, and product teams, maintaining accurate CRM records, and improving client service processes.

Location: Tokyo, Japan

Company

hirify.global is a global active fixed-income investment manager serving institutional and retail clients across public and private markets.

What you will do

  • Act as a primary contact for client inquiries and coordinate timely responses across operational, reporting, and investment-related matters.
  • Prepare accurate client presentations, reports, and other client-facing materials in line with brand guidelines.
  • Support Account Managers with meeting coordination, client records, follow-up tracking, and participation in client calls and meetings.
  • Coordinate client requests with operations, legal, compliance, and product management teams.
  • Maintain accurate CRM records and contribute to improved client service processes and best practices.
  • Build knowledge of investment products, strategies, and market developments while supporting ad-hoc client servicing initiatives.

Requirements

  • Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
  • 3–5 years of experience in client service or support within financial services, preferably asset management.
  • Strong understanding of financial markets, investment products, and industry regulations.
  • Native-level Japanese and strong written and verbal English communication skills required.
  • Strong organizational skills, attention to detail, sound judgment, and discretion with sensitive client information.
  • Proficiency in Microsoft Office Suite and CRM systems, with the ability to manage multiple priorities independently and collaboratively.

Culture & Benefits

  • Inclusive, high-performance culture centered on Collaboration, Openness, Responsibility, and Excellence.
  • Work with institutional and retail clients in a global investment management environment.
  • Equal employment opportunity and reasonable accommodation are provided in accordance with applicable laws.

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