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 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. Experience at a financial institution or tax accountant corporation is also a desired background.
This is a full-time permanent position. The company may request reference checks during the selection process.
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