SENIOR CLIENT ADVISOR (JAPAN)
Full-time
Senior Executive
1 month ago
Key ResponsibilitiesServe as the primary point of contact for a portfolio of high-net-worth (HNW) / ultra-high-net-worth (UHNW) clientsBuild and maint.....
Key Responsibilities
- Serve as the primary point of contact for a portfolio of high-net-worth (HNW) / ultra-high-net-worth (UHNW) clients
- Build and maintain long-term, trust-based client relationships
- Understand clients’ financial goals, risk appetite, and investment preferences
- Provide tailored advisory on investment products, wealth planning, and portfolio strategies
- Collaborate with internal teams (investment, compliance, operations) to deliver holistic solutions
- Identify cross-selling and upselling opportunities across financial products and services
- Monitor client portfolios and provide timely updates, reviews, and recommendations
- Ensure full compliance with regulatory requirements and internal policies
- Support onboarding of new clients, including due diligence and documentation
- Mentor junior advisors and contribute to team performance
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