Job Description

Job Responsibilities

+ 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.)