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
This is a team-leader role in the PB Strategy Department, Strategy Section, for a candidate who can contribute immediately. The role plans, introduces, and promotes new products and services for owners of listed companies, their families, and ultra-high-net-worth clients.
Responsibilities also include supporting and planning the overseas private-banking business in Singapore and Hong Kong. The person prepares materials related to these activities and conducts study sessions for sales representatives.
Applicants are required to have experience in the duties described above. Experience proposing services to listed-company owners, their families, and ultra-high-net-worth clients is sought, as is the ability to use that experience to create new services and products. The role involves working with relevant internal departments and external partner law firms and tax-accounting corporations, giving instructions when necessary, and carrying out proposals for individual matters.
A CFP qualification and the Real Estate Transaction Specialist qualification are required. Attorney, certified public accountant, and certified tax accountant qualifications are welcomed. PC skills in Microsoft Excel, PowerPoint, and Word are also required. Overseas work experience and experience in a compliance department at a financial institution are welcomed.
The employer is Daiwa Securities Co., Ltd., whose business includes securities trading, securities intermediation, underwriting, and related financial-instrument services.
This is an AI-generated summary of the employer's original posting — details can be incomplete, out of date or simply wrong.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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