Assistant Relationship Manager

Tasks

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

• Supporting RMs/GH in client interactions and all related tasks
• Customization of client requests (reporting, statistics, mailings, etc.)
• 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 absence

management

The Assistant Relationship Manager:

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

Risk management and controls

The Assistant Relationship Manager:

• actively assists with risk management (supporting the first line of defense)
• ensures compliance with local regulations and internal guidelines and standards
• ensures the timely clarification of open issues and escalated defects
• ensures appropriate ethical and compatible behavior within his area of responsibility
• ensures that client interactions and client orders are documented accurately, clearly, and comprehensively

Regulatory responsibilities

The Assistant Relationship Manager:

• demonstrates appropriate values and behaviors, including standards of honesty and integrity, diligence and prudence, and fair treatment (fair treatment of customers)

Requirements

The Assistant Relationship Manager should:

• be a natural team player
• have the ability to connect with colleagues from diverse backgrounds
• Be open, approachable, and genuinely interested in people and processes
• always communicate competently and professionally
• Be highly service-oriented and passionate about client care.
• support the company's vision and values and be able to work under pressure
• demonstrate personal integrity and ethical behavior

Professional and technical skills

The Assistant Relationship Manager should:

• Be proficient in Japanese to facilitate business communication with Japanese-speaking customers
• 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

We offer

No information available.