Plan and support sales strategies for individual and mid-sized corporate customers, set and monitor KPIs, develop DX-enabled sales methods, and provide succession and asset-management solutions to affluent business owners in Tokyo.
About this role
The private banker provides customized solutions for corporate owners facing challenges involving their businesses, assets and personal wealth. The role covers private banking activities across both corporate and individual perspectives, including proposals and execution related to business succession and capital policy.
The position leads proposals and execution for management issues affecting corporate owners, prepares the necessary materials, and coordinates with relevant head-office departments. It also involves proposing and managing portfolios for corporate owners and their asset management companies.
The banker acts as a central relationship manager connecting banking, trust and securities teams, and works with these teams to deliver solutions. The role includes building long-term relationships with corporate-owner clients under a medium- to long-term relationship management structure.
Required qualifications include experience in corporate lending and at least one of the following: five or more years of investment banking coverage or product experience involving matters from origination through execution; approximately five or more years of leading solution proposals involving business succession, M&A or capital policy for large or listed companies at a financial institution; or approximately five or more years of private banking experience for owners of large or listed companies.
Preferred qualifications include advanced expertise in business succession for corporate owners, management experience at a financial institution, and qualifications such as a real estate transaction specialist license, FP Level 1, CFP, securities analyst or small and medium enterprise consultant. Advanced knowledge or practical experience in taxation and legal systems and business-level English are also welcomed.
This is a permanent employee position in Tokyo. The contract has no fixed term, with a six-month probationary period and unchanged salary during probation. Standard working hours are 8:40 to 17:10, including 7.5 working hours and a 60-minute break; flextime may apply depending on the department. Holidays include Saturdays, Sundays, public holidays and year-end and New Year holidays, with 21 days of annual paid leave subject to first-year conditions. Overtime and holiday work may be required. Salary is determined under company rules, and benefits include commuting reimbursement, lunch support, social insurance, an employee stock ownership plan, childcare support, housing-related programs and other assistance programs.
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