Assistant Relationship Manager (Full-Time) (m/f/d) - Ireland

Tasks

The Assistant Relationship Manager (ARM) in Private Banking supports one or more Relationship Managers (RM) or Team Heads (TH) in day-to-day operations, administration, client care, and relationship management. The ARM interacts with internal and external stakeholders, as well as with client administration and management.

• Supports RMs/THs in client interactions and all related tasks (systems, processes, files, documents, etc.) with high quality, precision, and prompt responsiveness
• Manages the RMs'/THs' calendars, prepares for client meetings, organizes business trips, and follows up on client calls, meetings, or business trips for RMs/THs
• Creates presentations, assists with the preparation of investment proposals, and supports marketing activities as needed (client receptions, meetings, business trips, events, etc.)
• Ensures coverage in your absence

management

• Regularly collects relevant information necessary for the work
• Organizes work in an efficient and compliant manner and ensures that the supervisor is informed in a timely and appropriate manner
• Conducts inspections, plans ahead, and documents his work at all times
• Assists RM/TH in implementing projects and initiatives
• Provides professional input/suggestions for improvements based on experience, incidents, or observations
• Manages the expense reimbursement process for RMs/TH

Risk management & controls

• Actively assists with risk management (supports the "first line of defense"), e.g., in client documentation, by raising concerns, tracking issues, and escalating matters when there is uncertainty
• Ensures compliance with local regulations and internal policies and standards (e.g., opening new accounts, issuing payment instructions, reviewing client phone calls, or signing off on matters within one’s own authority, etc.) in collaboration with the respective RMs and THs
• Ensures that outstanding issues and escalated defects are reviewed and resolved in a timely manner
• Ensures that ethical and compliant behavior is demonstrated within their area of responsibility
• Ensures that the documentation of client interactions and client orders in the relevant tool (e.g., CRM, DMS) is accurate, meaningful, and understandable

Requirements

• Friendly, trustworthy and discreet personality with high risk awareness
• Highly service-oriented and passionate about client service
• Always communicates in a friendly, knowledgeable, and professional manner
• Open, approachable and shows genuine interest in people and improving processes
• Systematic, precise, and conscientious approach to work and the ability to work under pressure
• Personal integrity and ethical behavior
• Fluent in English

Professional skills

• Familiarity with the geography