Assistant Relationship Manager
Core
Supports Relationship Managers and Group Heads in daily operations, client administration, and management within Private Banking.
Role type
Assistant Relationship Manager (Private Banking)
Builds
Client relationships and administrative support for high-net-worth clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Japanese language proficiency, Private Banking product knowledge, global financial markets understanding, regulatory compliance knowledge, CRM tool proficiency
Preferred skills
Experience in client servicing, project support, expense management
Technologies
CRM, DiAS
Responsibilities
Support RMs/GH in client interaction and administrative tasks, customize client requests (reporting, mailings), manage calendars and business trips, compile presentations and support investment proposals, ensure risk management and regulatory compliance, document client interactions in CRM tools
Seniority
Individual Contributor, Support Level