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:

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

Business Management

The ARM:

• regularly collects and shares relevant information
• conducts reviews, plans and documents his work
• assists RMs/GH in implementing projects and initiatives
• provides professional suggestions for improvements based on experiences, incidents, or observations
• manages the expense reporting process for RMs/GH

Risk management and controls

The ARM:

• actively supports risk management (first line of defense), e.g., in client documentation, by raising concerns, tracking issues, and taking action or escalating matters when uncertainties arise
• ensures compliance with local regulations and internal guidelines and standards
• ensures the timely clarification of outstanding issues and escalated defects
• ensures appropriate ethical and compatible behavior within his area of responsibility
• Ensures accurate, meaningful, and understandable documentation of client interactions/client orders.

Regulatory responsibilities

The ARM:

• demonstrates appropriate values and behaviors, including standards of honesty and integrity, diligence and conscientiousness, fair dealing (equitable treatment of customers), conflict management, competence and continuous development, appropriate risk management, and compliance with applicable laws and regulations

Requirements

The ARM should:

• be a natural team player
• have the ability to connect 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
• work systematically, precisely, and conscientiously, and perform well under pressure
• demonstrate personal integrity and ethical behavior

Professional and technical skills

The ARM should:

• Be proficient in Japanese to facilitate business communication with Japanese-speaking clients
• have a good understanding of relevant products and services in private banking
• have a basic understanding of global financial markets and current industry trends
• one