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 a Relationship Manager in their day-to-day work and to handle client support and relationship management. The ideal candidate is service-oriented, a strong communicator, and has experience in the financial industry, particularly in private banking.
Tasks
The duties of the Assistant Relationship Manager include:- Assisting the Relationship Manager with client interactions and all related tasks
- Customization of client requests (reporting, statistics, mailings, etc.)
- Managing the Relationship Manager's calendar, preparing for client meetings, organizing business trips, and following up on client meetings or business trips
- Compilation of presentations, support in the preparation of investment proposals and marketing activities
- Ensuring coverage during absence
Business Management
The responsibilities in the area of business management include:- Regular collection and exchange of relevant information
- Organizing one's own work in an efficient and compliant manner
- Conducting reviews, planning, and documenting work
- Assisting the Relationship Manager in implementing projects and initiatives
- Provision of professional suggestions for improvements
- Management of the Expense Reporting Process for Relationship Managers
Risk management & controls
The responsibilities in the area of Risk Management & Controls include:- Active support in 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
- Accurate and clear documentation of client interactions
Requirements
The requirements for the Assistant Relationship Manager are:- Strong commitment to service and a passion for client service
- Friendly, competent and professional communication
- Open, approachable, and interested in people and process improvements
- Systematic, precise, and conscientious approach to work
- Integrity and ethical conduct
- Fluent English
Professional skills
The required professional skills are:- Familiarity with the geographic market and its legal and regulatory environment
- Basic 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 required education and experience are:- 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
We offer
Unfortunately, no information about the offer is available.Job details