Assistant Relationship Manager

Tasks

The Assistant Relationship Manager supports one or more Relationship Managers (RM) / Group Heads (GH) with day-to-day operations, administrative tasks, and client management. Responsibilities include:

• Supporting the RM(s)/GH in client interactions and all related tasks
• Customization of client requests (reporting, statistics, mailings, etc.)
• Managing the RM(s)/GH’s 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

Business Management

The Assistant Relationship Manager:

• regularly collects information relevant to the work
• conducts reviews, plans and documents his work
• assists the RM(s)/GH in implementing projects and initiatives
• provides professional input and suggestions for improvement
• manages the expense reporting process for the RM(s)/GH

Risk management and controls

The Assistant Relationship Manager:

• actively supports risk management (first line of defense)
• ensures adherence to local regulations and compliance with internal policies and standards
• ensures the timely clarification of open issues and escalated defects
• ensures appropriate ethical and compliant behavior within his area of responsibility
• Ensures accurate, meaningful, and understandable documentation of client interactions/client orders.

Regulatory responsibilities

The Assistant Relationship Manager:

• demonstrates appropriate values and behavior
• is responsible for ensuring compliance with regulatory requirements

Requirements

The Assistant Relationship Manager should:

• be approachable and a natural team player
• be able to work well with colleagues from diverse backgrounds
• Be open, approachable, and interested in people and process improvements
• always communicate competently and professionally
• be highly service-oriented and passionate about client service
• demonstrate integrity and ethical behavior

Professional and technical skills

The Assistant Relationship Manager should:

• Be proficient in Japanese to facilitate business communication with Japanese-speaking clients
• have an adequate understanding of relevant products and services in private banking
• have a fundamental understanding of global financial markets and current developments in the industry
• have a strong understanding of the geographic market, i.e., be familiar with the legal and regulatory environment and possess cultural sensitivity