Position

Junior Portfolio Management & Client Advisory (Japan-Focused Clients)

Location

Singapore (Capital District)
office work

Role Summary

We are an independent multi-family office serving a select group of ultra-high-net-worth families across Asia and beyond. This junior position offers a rare opportunity to engage in full-spectrum portfolio management and advisory services for Japanese-speaking clients, including portfolio strategy, client communication, execution, and operational oversight.

Although this is a junior role, we are looking for a candidate who can operate as a true contributor from day one-either through prior hands-on experience or proven analytical strength and drive.

Key Responsibilities

• Support portfolio management and investment advisory for Japanese-speaking UHNW clients
• Work closely with the internal Senior Portfolio Manager/relationship manager on asset allocation strategies and investment proposals
• Perform market and product analysis; assist in fund selection and portfolio construction
• Monitor client portfolios and prepare regular performance reports
• Manage client communication, address inquiries, and handle trade/execution instructions
• Assist in day-to-day operations such as account opening, trade processing, and KYC documentation
• Liaise with global private banks and financial institutions (communication primarily in English)

Requirements

To succeed in this role, you must be able to demonstrate either:

• 2-3 years of hands-on experience in portfolio or fund management, OR
• A strong foundation in investment theory with the ability to apply concepts in practice (e.g., CFA candidates, top-tier university graduates with outstanding analytical skills)

Other essential requirements include:

• Native-level Japanese, and strong English (spoken and written business proficiency)
• Strong sense of ownership, initiative, and persistence
• Proficiency in Excel, PowerPoint, and portfolio reporting tools (e.g., Bloomberg, FactSet)
• Tech literacy and willingness to learn new systems and tools

Preferred Attributes

We are especially interested in individuals who:

• Are self-driven, intellectually curious, and eager to grow in a fast-paced environment
• Are receptive to feedback and proactively seek improvement
• Maintain a positive and adaptable attitude even in high-pressure situations
• Enjoy leveraging technology to improve processes and client experience
• Thrive in a team setting with startup-like energy but institutional discipline

Team & Culture

• Work closely alongside a Relationship manager / senior Portfolio Manager with deep industry experience
• Small, agile team with flat hierarchy-each member has significant autonomy and responsibility
• A rare combination of startup freedom and institutional-grade professionalism

️ Work Hours

• Core hours: Monday-Friday, 9:00 AM - 6:00 PM (SGT)
• Evening or weekend work would be required due to business demands

Compensation & Hiring Process

• Competitive compensation based on experience and capabilities
• Selected candidates will undergo a multi-stage process including case studies and interactive discussions

Why Join Us?

• A front-row seat to client relationships with direct exposure to UHNW decision-making
• A dynamic role where your ideas can influence real portfolio strategies
• A rare opportunity to develop across portfolio management, client advisory, operations, and tech integration-ideal for those seeking a steep learning curve and long-term growth