Support Relationship Managers (RMs) in achieving sales KPIs, client acquisition, and strengthening relationships.
Coordinate with internal departments (Deposit, Remittance, Treasury, etc.) and external partners for banking and investment transactions.
Manage client onboarding (documentation, screenings, KYC) and ensure compliance with regulatory and internal policies.
Conduct periodic account reviews and assist in credit monitoring for loan-related transactions to ensure timely follow-up and risk management.
Monitor and manage client portfolios (deposits, investment securities) and daily sales figures.
Handle administrative tasks including travel arrangements, entertainment/gift coordination, and expense management.
Act as liaison with Japanese clients and counterparts in Japan, providing accurate and timely translation between Japanese and English for documents, presentations, and client communications.
Perform securities operations as Assistant RM for Nikko Securities, including account opening and execution of securities and forex transactions.
Provide support on any other duties assigned.
Job Requirements
Degree in Finance, Accounting, Economics, or related disciplines.
Language: Full professional proficiency in Japanese (required) and English as this individual will be dealing with Japanese clients
Minimum 3-5 years of relevant experience in banking or securities, preferably Private Banking.
Strong knowledge of banking and investment products high operational accuracy and attention to detail.
Excellent communication and client servicing skills proactive and team-oriented.
Ability to pass CACS 1 & 2 within 3 months of joining.
Additional certifications for Nikko RNF Representative:
RES12B
CM-SIP (Other exams may apply exemptions possible.)
