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 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 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
• Supports the RM/GH in implementing projects and initiatives in close coordination with the Business Manager team
• provides professional suggestions 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 supports risk management (by bolstering the first line of defense), for example, in client documentation, by raising concerns, tracking issues, and escalating uncertainties
• 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, meaningful, and understandable documentation of client interactions/client orders in the appropriate tools.

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 process improvements.
• always communicate competently and professionally
• Be highly service-oriented and passionate about client service
• support the RM/GH in daily operations and related tasks and be able to respond effectively 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 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