Assistant Relationship Manager

Tasks

The Assistant Relationship Manager (ARM) supports one or more Relationship Managers (RM) / Group Heads (GH) in daily operations, administration, and client management. Responsibilities include:

• Support the RM(s)/GH in client interactions and all related tasks
• Customization of client requests
• Managing the RM(s)/GH calendar, preparing for client meetings, organizing business trips, and following up on client calls, meetings, or business trips
• Compilation of presentations, support in the preparation of investment proposals and marketing activities
• Ensuring coverage during your own absences

Client administration and management

The tasks in this area include:

• Support the RM(s)/GH in client interactions and all related tasks
• Customization of client requests
• Managing the RM(s)/GH calendar, preparing for client meetings, organizing business trips, and following up on client calls, meetings, or business trips

Business Management

The tasks in this area include:

• Regular collection and exchange of relevant information
• Conducting reviews, planning, and documenting work
• Supporting the RM/GH in the implementation of projects and initiatives
• Development of professional recommendations for improvements
• Management of the Expense Claim Process for RM(s)/GH

Risk Management and Control

The tasks in this area include:

• Active support in risk management (first line of defense)
• Ensuring compliance with local regulations and internal policies and standards
• Ensuring the timely clarification of open issues and escalated defects
• Ensuring appropriate ethical and compliant behavior

Regulatory responsibilities

The tasks in this area include:

• Demonstrating appropriate values and behaviors

Requirements

The requirements for the Assistant Relationship Manager include:

• Natural team player
• Ability to relate to colleagues from diverse backgrounds
• Open, approachable, and shows genuine interest in people and processes
• Always communicates in a competent and professional manner
• Highly service-oriented and passionate about client service
• Working systematically, precisely, and conscientiously, and the ability to work under pressure
• Personal integrity and ethical behavior

Professional and technical skills

The requirements for professional and technical skills include:

• Proficiency in the Japanese language
• Adequate understanding of relevant products and services in private banking
• Basic knowledge of global financial markets and current developments in the industry
• A strong affinity with the geographic market, i.e., familiarity