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

Tasks

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

• Supporting RMs/THs in client interactions and all related tasks
• Customization of client requests (reports, statistics, mailings, etc.)
• Managing RM(s)/TH clients, preparing for client meetings, organizing business trips, and following up on client calls, meetings, and trips
• Creating presentations, assisting with the preparation of investment proposals, and supporting marketing activities
• Ensuring coverage during your own absences

Business tasks

• Regular collection and exchange of relevant information
• Efficient and compliant organization of one's own work and timely reporting to one's supervisor
• Conducting reviews, planning, and documenting the work
• Support for RM/TH in the implementation of projects and initiatives
• Provision of professional suggestions for improvements
• Management of the Expense Report Process for RM(s)/TH

Risk management and controls

• Active support in risk management (first line of defense)
• Ensuring compliance with local regulations and internal guidelines and standards
• Timely resolution of outstanding issues and escalated defects
• Ensuring Ethical and Compliant Conduct
• Ensuring accurate and clear documentation of client interactions

Requirements

• Friendly, trustworthy and discreet personality with high risk awareness
• Strong commitment to service and a passion for client service
• Friendly, competent and professional communication
• Open, approachable, and interested personality
• Systematic, precise, and conscientious approach to work
• Integrity and ethical conduct
• Fluent English

Professional skills

• 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

• 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 serving bank clients with complex needs