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/GH in client interactions and all related tasks
• Customization of client requests (reporting, statistics, mailings, etc.)
• Manage the RM/GH’s calendar, prepare for client meetings, organize business trips, and follow up on client calls, meetings, or business trips for the RM/GH
• 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/GH in implementing projects and initiatives
• makes professional recommendations for improvements based on experience, incidents, or observations
• manages the expense reporting process for RM/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 accurate, timely, and clear documentation of client interactions and client orders

Regulatory responsibilities

The Assistant Relationship Manager:

• demonstrates appropriate values and behavior
• demonstrates an understanding of relevant products and services in private banking
• has a basic understanding of global financial markets and current industry trends

Requirements

The Assistant Relationship Manager should:

• Be proficient in Japanese to facilitate business communication with Japanese-speaking clients
• have a basic 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 good understanding of the geographic market he or she covers

We offer

No information available.