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Let our industry specialists listen to your aspirations and present your story to the organisations in Japan that fit you the best as we collaborate to write the next chapter of your successful career.

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Career Advice Leading teams through change: 7 mistakes new leaders make (and how to avoid them)
Career Advice How to answer "what are your weaknesses?" in a job interview
Career Advice Second interview questions: what to expect and how to prepare
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Hiring Advice AI in Action: E7 Richard Brown - Blockchain, technology, and the future of work
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クライアントレポーティング担当// Client Reporting

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ウェルスマネジメント企業にてクライアントレポーティング担当の募集がございます。データ・情報管理が業務の中心となるため、エクセルやワードのスキルを活かしてご活躍いただけます。長期派遣ポジションです。

職務内容:

  • クライアントレポーティング （法定の運用報告）
  • 半年ごとに顧客に対して運用報告
  • 法定の報告事項記載の書面、預かりの明細、半期の取引記録と運用実績、ポートフォリオマネージャーのコメント、保有している投資信託の情報等の書類作成・郵送

必須要件:

  • データマネジメントの経験
  • PCスキル（Excel、Word）
  • ネイティブレベルの日本語力
  • ビジネスレベルの英語力（特に読み書き）

歓迎要件:

  • レポーティングの経験

会社概要:

ウェルスマネジメント企業。主にアジア太平洋地域で事業を展開しており、プライベートバンキング、アセットマネジメント、アドバイザリーなどのサービスを提供しています。

求人番号: XS765Q

About the job

Contract Type: Contract / Haken

Specialism: Banking & Financial Services

Focus: Asset Management

Industry: Financial Services

Salary: ご経験により相談可能

Workplace Type: On-site

Experience Level: Associate

Language: Japanese - Native

Second Language: English - Business level

Location: Tokyo

Job Reference: XS765Q-DC366BAF

Date posted: 19 May 2026

Consultant: Fuki Iwasaki

Phone number: +81345701581

fuki.iwasaki@robertwalters.co.jp

Fuki Iwasaki

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