Assistant Relationship Manager

Tasks

The Assistant Relationship Manager supports one or more Relationship Managers or Group Heads in their day-to-day work, administrative tasks, and client management. Responsibilities include:

• Supporting RMs/GHs in client interaction and all related tasks
• Customization of client requests
• Managing the RMs/GH calendar, preparing for client meetings, organizing business trips, and following up on client calls, meetings, or trips
• Creating presentations, assisting with the preparation of investment proposals, and supporting marketing activities
• Ensuring coverage during your own absences

Client administration and management

The Assistant Relationship Manager supports the Relationship Managers (RMs) and General Managers (GMs) in client interactions and all related tasks, such as:

• Support with client interactions and all related tasks
• Customization of client requests
• Management of the RMs/GH Calendar

Business Management

The Assistant Relationship Manager supports the Relationship Managers (RMs) and General Managers (GMs) in implementing projects and initiatives, such as:

• Regular collection and exchange of relevant information
• Conducting reviews, planning, and documenting the work
• Support for the implementation of projects and initiatives
• Development of professional recommendations for improvements
• Management of the Expense Claim Process for RMs/GH

Risk Management and Control

The Assistant Relationship Manager supports the RMs/GH in risk management and control, such as:

• Active support for risk management
• Ensuring compliance with local regulations and internal guidelines
• Timely resolution of outstanding issues and escalated defects
• Ensuring appropriate and ethical conduct

Regulatory responsibilities

The Assistant Relationship Manager must comply with regulatory requirements, such as:

• Demonstrating appropriate values and behaviors
• Adherence to standards of honesty and integrity, diligence and prudence, fair business practices, etc.

Requirements

The Assistant Relationship Manager should meet the following requirements:

• Natural team player
• Ability to connect with 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 support
• Working systematically, precisely, and conscientiously, and the ability to work under pressure
• Personal integrity and ethical behavior

Professional and technical skills

The Assistant Relationship Manager should possess the following skills:

• Proficiency in the Japanese language to facilitate business communication with Japanese-speaking clients
• Adequate understanding of relevant products and services in private banking
• Reason