Assistant Relationship Manager

Tasks

The Assistant Relationship Manager supports one or more Relationship Managers/Group Heads in daily operations, administration, and client management. Responsibilities include:

• Support for client interactions and related tasks
• Customization of client requests
• Managing the calendar, organizing client meetings and business trips
• Preparation of presentations and assistance with the development of investment proposals
• Ensuring coverage during absence

Business Management

The Assistant Relationship Manager:

• regularly collects and shares relevant information
• conducts reviews, plans, and documents their work
• Supports the Relationship Manager in implementing projects and initiatives
• presents professional suggestions for improvements
• manages the process for expense reports

Risk management and controls

The Assistant Relationship Manager:

• actively supports risk management (first line of defense)
• ensures compliance with local regulations and internal policies
• ensures the timely clarification of open issues and escalated defects
• ensures appropriate ethical and compliant behavior
• ensures accurate and clear documentation of client interactions

Regulatory responsibilities

The Assistant Relationship Manager:

• demonstrates appropriate values and behavior
• adheres to standards such as honesty, integrity, diligence, and fairness

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 interested in people and processes
• always communicate competently and professionally
• Be highly service-oriented and passionate about client care.
• Work systematically, precisely, and conscientiously, and be able to perform 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 good understanding of the geographic market he or she covers