BJB Bank Julius Baer & Co. logo
BJB Bank Julius Baer & Co.4 days ago

Assistant Relationship Manager 100% (m/f/d) - Ireland

Hybrid · Dublin, Leinster, Ireland

Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Enterprise

Job Summary

Assist Relationship Manager(s) and Team Head in client interaction and all related tasks including systems, processes, files, and documents with high-quality, precise execution; customize client requests (reporting, statistics, mailings), manage RM/TH calendars, prepare client meetings, organize business trips, and post-process client calls/meetings; support drafting investment proposals and marketing activities as needed; ensure coverage during absences; contribute to project implementations, process improvements, and risk/compliance controls; handle client documentation in CRM/DiAS and support onboarding and ongoing servicing of private banking clients.

Required Qualifications

  • Relevant educational (bank apprenticeship or equivalent)
  • Proven track record in servicing banking clients with complex needs
  • Good language skills (verbal and written)
  • Experience in onboarding and maintaining client relationships
  • Experience with investment proposals and client-facing activities
  • Knowledge of CRM systems and related tools (e.g. DiAS)
  • Ability to work in a team and manage calendar, meetings, and travel logistics
  • Strong ethical standards and risk awareness
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BJB Bank Julius Baer & Co.

Assistant Relationship Manager 100% (m/f/d) - Ireland

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