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. The ARM interacts with internal and external stakeholders, provides clients with relevant information, and supports the RM in implementing customized solutions.

Client administration and management

The ARM:

• Assists the RM/GH with customer interactions and all related tasks (systems, processes, files, documents, etc.) with a high level of quality, precision, and responsiveness
• Tailors responses to customer inquiries (reports, statistics, mailings, etc.)
• Manages the RM/GH’s calendar, prepares for client meetings, organizes business trips, and handles the follow-up work related to client calls, meetings, or trips for the RM/GH
• Creates presentations, assists with the preparation of investment proposals, and supports marketing activities (client receptions, meetings, business trips, events, etc.)
• Ensures coverage during your own absences

Business Management

The ARM:

• Regularly collects relevant information necessary for the work
• Performs checks, plans and documents his work
• Assists the RM/GH in implementing projects and initiatives in close coordination with the Business Manager team
• Makes professional recommendations for improvements based on experience, incidents, or observations
• Manages the expense report process for the RM/GH

Risk Management and Control

The ARM:

• Actively supports risk management (by bolstering the first line of defense), for example, in customer documentation, by raising concerns, tracking issues, and escalating uncertainties
• Ensures compliance with local regulations and internal policies and standards (e.g., opening new accounts, issuing payment instructions, reviewing customer calls, or signing off on matters within their authority, etc.) in collaboration with the respective Relationship Manager, General Manager, and Team Business Manager
• Ensures that outstanding issues and escalated defects are resolved in a timely manner
• Ensures appropriate and ethical conduct within their area of responsibility
• Ensures that customer interactions and orders are documented accurately, clearly, and comprehensively in the appropriate system (e.g., CRM, DIAS)

Requirements

The ARM should:

• Be a natural team player
• Be able to connect with colleagues from diverse backgrounds
• Be open, approachable, and genuine, with a genuine interest in people and process improvements
• Always communicate competently and professionally
• Be highly service-oriented and passionate about customer service
• Work in a systematic, precise, and conscientious manner and be able to work under pressure
• Demonstrate integrity and ethical conduct

Professional and technical skills

The ARM should:

• Be proficient in Japanese in order to communicate in a business setting with