NT
Marketing
Marketing Leader
Senior Executive Director
Profile
I have served customers as a private banker at non-Japanese banks since 1999. Prior to that I worked for a Japanese financial institution. During my career, the world economy surrounding us has undergone constant change. Today the economy is truly global, with events in Europe, the United States or Asia having an immediate and significant impact on the Japanese markets. I believe that my most important duty as a private banker is to establish unwavering relationships with clients based on trust unaffected by changing circumstances. It is vital to develop a full understanding of the environments and thoughts of clients and stay aware of them at all times, dispensing appropriate advice based on this knowledge to serve clients' best interests. My work as a private banker gives me a strong feeling of accomplishment, especially when I sense that I have won the trust of a client, and I am always enthralled by the challenge of relationship building.
What is a typical day like for you?
<Diverse marketing activities in the office>
I check stock, FX and other related news on key markets (Europe, New York, etc.) by consulting newspapers, Bloomberg and Reuters. Armed with this information, I then exchange views with fund managers and product managers and advise and coach my team of private bankers. If necessary, I also visit clients accompanied by private bankers. Every Tuesday morning, I have a group meeting with the entire front-office section and my team members to exchange information and opinions. We may also conduct study sessions to discuss new products, market trends, and the full enforcement of internal rules. On most mornings I contact clients to disseminate market information and provide investment-related consultation and advice, and my clients, having been briefed on the markets, may immediately instruct me to perform foreign exchange or deposit transactions on their behalf. I then go out to visit clients to work through my scheduled appointments. After I return to the office, I contact fund managers and product managers for further discussions and collect additional information based on the requests and feedback received from clients. I also prepare records of my visits to clients, accept daily reports from my team of private bankers and answer their individual questions, in addition to advising and coaching.
<Meetings with Clients>
I disseminate information on the overall market conditions and exchange views. I then provide optimal investment advice relevant to each client's portfolio. When needed, fund managers, product managers and other specialists, who possess local and global expertise, accompany me on client visits. In advising clients, I make sure to grasp the overall picture of each client including their asset composition and income. Attempts are made to understand each client's investment approach and objectives (e.g. investment for stable returns, aggressive returns or short-term profit, currency diversification, etc.) and individual requirements as much as possible through interviews and discussions, which are essential to the delivery of optimal investment advice that precisely addresses their needs.