Assistant Relationship Manager

Elevate Partners

  • Dublin
  • Permanent
  • Full-time
  • 16 days ago
  • Apply easily
Our client is an International Private Bank and they are looking to hire an Assistant Relationship Manager to join their team in Dublin.The ideal candidate will have their QFA qualification and previous experience working in a client centric role in Private Banking/Wealth Management.Responsibilities of this Assistant Relationship Manager Job:
  • Supports Relationship Managers in client interaction and all related tasks with high-quality and precision
  • Customises client requests
  • Compile presentations, support in drafting investment proposals and in marketing activities if needed
  • Prepare for client meetings, complete post processing of client calls and client meetings
  • Actively helps manage risk
Requirements of this Assistant Relationship Manager Job:
  • QFA qualification
  • Proven track record of servicing HNW clients with complex needs
  • Knowledge of global financial markets and current developments in the industry
  • Good understanding of relevant products and services in Private Banking
  • Open, approachable and displays genuine interest in people and in improving processes
This is an excellent opportunity for someone who is looking to progress their career in the Private Banking/Wealth Management space.For more information on this Assistant Relationship Manager job or to discuss the role in more detail, contact Aoife Stokes at ie

Elevate Partners