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

Your challenge

The position of Assistant Relationship Manager involves the following responsibilities:

• Supporting the Relationship Manager (RM) / Team Head (TH) in their daily work, client service, and relationship management
• Interaction with internal and external stakeholders

Tasks

The main tasks include:

• Customer administration and management, including support for customer interactions and related tasks
• Customization of customer inquiries (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 trips
• Compilation of presentations, assistance with the preparation of investment proposals, and marketing activities
• Ensuring coverage during absence

Business tasks

Additional responsibilities include:

• 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 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

The position also includes:

• Active support for risk management (first line of defense), e.g., in customer documentation, by raising concerns, tracking issues, and escalating matters when there is uncertainty
• Ensuring adherence to internal regulations and compliance with internal policies and standards
• Ensuring the timely clarification of open issues and escalated defects
• Ensuring appropriate ethical and compliant behavior within one's own area of responsibility
• Ensuring that customer interactions and customer instructions are documented accurately, meaningfully, and clearly in the appropriate tool

Requirements

The position requires:

• High service orientation and passion for customer care
• Friendly, competent and professional communication
• An open, approachable, and curious person
• Systematic, precise, and conscientious approach to work and the ability to work under pressure
• Personal integrity and ethical behavior
• Fluency in English

Professional skills

Additional requirements include:

• Familiarity with the geographic market, including the legal and regulatory environment and cultural sensitivity
• 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 position requires:

• Relevant education (banking apprenticeship or equivalent) and professional experience in the financial sector
• Good language skills