Wealth Advisory

Daiwa Securities Group

Finance

Sales

About this role

The role provides proposals for inheritance, business succession, asset management, and other solutions to business owners and affluent clients nationwide.

Required experience includes practical experience providing business succession and related solutions to business owners or affluent clients. Candidates should hold qualifications such as CFP or Grade 1 Financial Planner技能士 and be able to prepare documents using Excel and PowerPoint. Experience working for a financial institution is welcomed. Certified public accountant or tax accountant qualifications are also welcomed.

The role is part of the Wealth Advisory Department at Daiwa Securities Co., Ltd., a financial services company engaged in securities trading, securities brokerage and related financial business. The posting also identifies experience at a financial institution or tax accountant corporation as a desired background.

This is a full-time permanent position. The work location is the Grant Tokyo North Tower in Marunouchi, Chiyoda-ku, Tokyo. The stated working hours are 8:40 to 17:10 with a one-hour break. Holidays include a five-day Saturday and Sunday schedule, public holidays, and year-end and New Year holidays. Annual paid leave is 17 to 23 days, prorated for mid-year hires; hourly paid leave, nursing leave, and maternity and childcare leave systems are available. Smoking is prohibited during working hours. The company may request reference checks during the selection process. Salary is discussed with the candidate and provided during the interview.

This is an AI-generated summary of the employer's original posting — details can be incomplete, out of date or simply wrong.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.