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 (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 business 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 information relevant to the work
• conducts reviews, plans and documents his work
• assists RM/GH in implementing projects and initiatives
• provides professional suggestions for improvements based on experience, 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), for example, in client documentation, by identifying concerns, tracking issues, and escalating matters when there is uncertainty
• 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.

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 be able to perform 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 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.