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

About the job

The position of Assistant Relationship Manager (ARM) in Private Banking supports one or more Relationship Managers (RM) / Team Heads (TH) in their day-to-day operations, administrative tasks, client care, and relationship management.

Tasks

The tasks include:

• Supporting the RM/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
• Compilation of presentations, support in the preparation of investment proposals and marketing activities
• Ensuring coverage during your own absences

Business tasks

The business tasks include:

• Regular collection and exchange of relevant information
• Efficient and coordinated organization of one's own work and timely reporting to one's supervisor
• 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 Control

Risk management and control responsibilities include:

• Active support in risk management (first line of defense)
• Ensuring adherence to internal regulations and compliance with internal policies and standards
• Ensuring the timely clarification of open issues and escalated defects
• Ensuring appropriate and ethical conduct
• Ensuring accurate and clear documentation of client interactions

Requirements

The requirements include:

• A strong commitment to service and a passion for client service
• Friendly, competent and professional communication
• Openness, approachability, and a genuine interest in people and process improvements
• Systematic, precise, and conscientious approach to work and the ability to work under pressure
• Personal integrity and ethical conduct
• Fluent English

Professional skills

Professional skills include:

• Familiarity with the geographic market and legal and regulatory requirements
• Good understanding of relevant products and services in private banking
• Basic knowledge of global financial markets and current developments in the industry

Training and experience

The requirements regarding education and experience include:

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