Job offer

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

Julius Baer Bank is seeking an Assistant Relationship Manager (m/f/d) for its branch in Dublin, Ireland, to support one or more Relationship Managers in their day-to-day work and handle administrative tasks, client care, and relationship management. The ideal candidate is service-oriented, has strong communication skills, and has experience in the financial industry, particularly in private banking.

Your challenge

The position of Assistant Relationship Manager involves the following responsibilities:
  • Support the Relationship Manager (RM) / Team Head (TH) in client interactions and all related tasks
  • Customization of client requests (reporting, statistics, mailings, etc.)
  • Managing the RM/TH’s calendar, preparing for client meetings, organizing business trips, and following up on client calls, meetings, or business trips
  • Compiling presentations, assisting with the development of investment proposals, and supporting marketing activities
  • Ensuring coverage during your own absences

Business tasks

The position involves the following business responsibilities:
  • Regular collection and exchange of relevant information
  • Organizing one's own work more efficiently and in compliance with regulations, and keeping one's supervisor informed in a timely manner
  • Conducting reviews, planning, and documenting work
  • Supporting the RM/TH in the implementation of projects and initiatives
  • Provision of professional suggestions for improvements
  • Management of the expense reporting process for RM/TH

Risk management and controls

The position involves the following responsibilities in risk management and internal controls:
  • Active support for risk management (first line of defense)
  • Ensuring adherence to internal regulations and compliance with internal policies and standards
  • Timely resolution of outstanding issues and escalated defects
  • Ensuring appropriate ethical and compliant behavior
  • Ensuring accurate and clear documentation of client interactions

Requirements

The following requirements apply to this position:
  • Strong commitment to service and a passion for client service
  • Friendly, competent and professional communication
  • Open, approachable, and interested in people and process improvements
  • A systematic, precise, and meticulous approach to work, and the ability to work under pressure
  • Personal integrity and ethical behavior
  • Fluent English

Professional skills

The following professional skills are required for this position:
  • Familiarity with the geographic market and its legal and regulatory environment
  • Basic understanding of relevant products and services in private banking
  • A basic understanding of global financial markets and current industry trends

Training and experience

The following education and experience are required for this position:
  • Relevant education (banking apprenticeship or equivalent) and professional experience in the financial sector
  • Strong language skills (spoken and written) in line with market requirements
  • Proven experience in serving bank clients with complex needs

Job details

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