Credit Suisse Sen. Relationship Manager- Private Banking Japan # 018867 in Tokyo, Japan
Ensure that clients and their financial affairs are dealt with in a courteous, efficient and professional manner in keeping with the traditions of a world class private bank.
Develop and maintain a comprehensive understanding of client goals and risk tolerance.
Ensure that financial strategies are kept current and appropriately aligned with client objectives.
Understand and communicate the risk involved with financial and investment strategies.
Establish credibility and trust, maintaining the highest standards of personal and professional integrity.
Understand what can be delivered to clients and execute on promises even when obstacles persist.
Comply with all regulatory policies and control procedures regarding client transactions and escalate any issues promptly.
Seek continuous improvement, admitting mistakes and changing behavior based on feedback from clients and colleagues.
Work collaboratively with team members and other functions within the business.
Set goals and prioritize activities to maximize business growth and client satisfaction.
Develop a sales strategy for growing business within specific client segments.
Establish a referral network and gain introductions to potential clients that generate new business.
Close the deal, making concessions that are appropriate and in line with the interests of Credit Suisse.
Be a senior partner in the integrated OneBank strategy; work collaboratively with internal partners within Credit Suisse
Minimum 8-10 years work experience with at least seven years in a relationship function preferably in a client advisory role.
Actively promote products or investment ideas that are in line with Account Plan and clients’ suitability
Uncover needs that are not articulated or clearly expressed by the client.
Bring together the appropriate product experts to develop tailored, long-term solutions for clients.
Help clients achieve financial and investment goals related to the creation, management, and transfer of wealth.
Possess an advanced capability in English
Ms. S. Furukawa would be delighted to receive your application
Please apply via our career portal.
Title: Sen. Relationship Manager- Private Banking Japan # 018867
Requisition ID: 018867