Handles budgeting, performance management, financial statements and disclosure, closing, tax work, finance-related制度対応, and standalone capital adequacy ratio reporting.
About this role
The role is assigned initially to the Private Banking Strategy Department, Solutions Section. The successful candidate will propose solutions and conduct relationship activities for owners of listed companies, their families, and ultra-high-net-worth clients.
Responsibilities include preparing solution proposal materials for clients, creating internal training content, and delivering internal training. The position also requires coordinating with relevant internal departments, external partner law firms, and tax accountant corporations, giving instructions when necessary, and carrying out proposal work for individual cases.
Applicants should have experience in the duties above. The role involves CFP certification and a real estate transaction specialist qualification as required qualifications, with a tax accountant qualification considered desirable. PC skills using Microsoft Excel, PowerPoint, and Word are also required.
The role involves communicating smoothly with listed-company owners, their families, and ultra-high-net-worth clients. It also requires the ability to collaborate with internal and external professional organizations to complete client proposals.
The employment type is full-time permanent employment.
This is an AI-generated summary of the employer's original posting — details can be incomplete, out of date or simply wrong. Always confirm everything on the official posting before applying.
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