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

Tasks

The Assistant Relationship Manager (ARM) supports one or more Relationship Managers (RM) / Team Heads (TH) in day-to-day operations, administration, client care, and relationship management. Responsibilities include:

• Supporting RMs/THs in client interactions and all related tasks
• Managing the calendars of RMs/THs, preparing for client meetings, organizing business trips, and following up on client calls, meetings, or trips
• Compilation of presentations, support in the preparation of investment proposals and marketing activities
• Ensuring coverage in your own absence

Business tasks

The ARM is responsible for the following business tasks:

• Regular collection and exchange of relevant information
• Organizing one's own work in an efficient and compliant manner
• Conducting reviews, planning, and documenting work
• Support for RM/TH in the implementation of projects and initiatives
• Providing professional input for improvements
• Administration of the expense accounting process for RMs/TH

Risk management and controls

The ARM actively supports risk management and controls:

• Support for risk management (first line of defense)
• Ensuring compliance with local regulations and internal guidelines and standards
• Tracking open issues and escalated defects
• Ensuring ethical and compliant behavior
• Ensuring accurate and clear documentation of client interactions

Requirements

The ideal candidate will have:

• A friendly, trustworthy, and discreet person with a strong awareness of risk
• A strong commitment to service and a passion for client service
• Friendly, knowledgeable, and professional communication
• An open, approachable, and curious person
• A systematic, precise, and meticulous approach to work
• Fluent English

Professional skills

The ARM should have the following capabilities:

• A thorough understanding of the geographic market
• A thorough understanding of relevant products and services in private banking
• A basic understanding of global financial markets and current industry trends

Training and experience

The ideal candidate will have:

• Relevant education (banking apprenticeship or equivalent) and professional experience in the financial sector
• Strong language skills (spoken and written) in line with specific market requirements
• Proven experience in client service dealing with complex needs