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

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