Demo

Client Relationship Specialist

BMO Financial
Corte Madera, CA Full Time
POSTED ON 4/7/2025
AVAILABLE BEFORE 5/7/2025

Role Summary

This Client Relationship Specialist position involves developing and maintaining strong relationships with US-based Japanese subsidiaries. The ideal candidate will have excellent communication skills in both Japanese and English.

Key Responsibilities

  • Support pre-sales sales activities such as presentations, bids/proposals, and requests for information.
  • Enhance the Bank's brand by collaborating with the Japanese Business community.
  • Provides subject matter expertise on market conditions and trends.
  • Coordinates cash management product implementation and financial transaction set-up.
  • Ensures consistent personnel training throughout the team.

Requirements

  • Typically, between 4 - 6 years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • Experience with portfolio management
  • Experience in business development
  • Experience in cash management
  • Japanese and English - Verbal & written communication skills - In-depth.
  • Data-driven decision making - In-depth.
  • Japanese Banking experience.

Benefits

  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.

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