Assistant Relationship Manager (Japanese Speaking)

Job description

Tasks

• Client Administration & Management:
  • Supports Relationship Managers (RM)/ Team Heads (TH) in customer interaction and all related tasks (systems, processes, files, documents, etc.) with high quality, accuracy and timely responsiveness
  • Customizes customer requests (reporting, statistics, mailings, etc.)
  • Manages RM/TH's calendar, prepares client meetings, organizes business trips, completes follow-up of client meetings, client meetings or business trips for RM/TH
  • Prepares presentations, assists in the preparation of investment proposals and marketing activities when required (client reception, meetings, business trips, events, etc.)
  • Secures the cover in the event of your own absence
• Business Management:
  • Collects and regularly exchanges relevant information required for the work
  • Organizes self in an efficient and compliant manner and ensures that superior information is provided in a timely and appropriate manner
  • Carries out checks, plans in advance and documents his work at all times
  • Supports RM/TH in the implementation of projects and initiatives
  • Provides professional input suggestions for improvements based on experience, incidents or observations
  • Manages the expense report process for RM/TH
• Risk Management & Controls:
  • Actively assists with risk management (first line of defense support), e.g. customer documentation, addressing concerns, following up on issues and escalating when in doubt
  • Ensures compliance with local regulations and internal policies and standards (e.g. opening of new accounts, payment instructions, review of client meetings or approval at own competence level, etc.) in cooperation with the respective RM and TA
  • Ensures prompt clarification of pending issues and escalated defects
  • Ensures appropriate ethical and compliant behavior in his/her area of responsibility
  • Ensures the correct, meaningful and comprehensible documentation of customer interactions/customer orders in the corresponding tool (e.g. CRM, DIAS)

Requirements

• Professional Skills:
  • Fluency in Japanese to support business communication with Japanese-speaking customers
  • Solid affinity with the geographic markets covered, i.e. familiar with the legal and regulatory environment and cultural awareness
  • Good understanding of relevant products and services in private banking
  • Basic knowledge of the global financial markets and current developments in the industry
• Education and Experience:
  • Relevant education (banking apprenticeship or equivalent) and professional background (experience in the financial sector)
  • Good language skills (oral and written) according to specific market requirements
  • Proven track record in serving banking clients with complex needs (onboarding new clients, maintaining and expanding existing relationships)