Your RoleAs CRM Assistant External Assets Managers at Bank J. Safra Sarasin you are an integral support partner to our Client Relationship Managers (CRMs) in managing the overall day-to-day business operations and provide client-centric experiences through efficient administrative, operational and compliance-related tasks.Your Responsibilities
Provide day-to-day support in administrative and commercial activities
Manage retrocessions and related commissions
Account openings, closings and other documentations
Deal with internal and external policies and compliance regulations FATCA, anti-money laundering (AML), MiFID, etc.
Prepare client meetings and events
Respond to clients enquiries by email or phone
Control, execute and monitor client's instructions (payments, stock exchange, change of static data, etc.)
Monitor credit lines and maturities of investments
Monitor administrative issues
Your Profile
University degree in Finance or completed apprenticeship or similar banking education
First relevant work experience in Private Banking
Excellent Microsoft Office skills
Knowledge in Avaloq is an advantage
Ability to weigh problems and set priorities, strong analytical and problem solving skills
Excellent interpersonal skills and ability to work with various stakeholders
Strong work ethics, integrity and high level of accountability
Fluency in English and German
Your BenefitsEntrepreneurial spirit in a family owned bankCentral city office locations across SwitzerlandAbove average insurance coverage fully borne by the bankContribution to health insurance and meal allowanceGlobal growth strategy and stable environmentCompetitive offeringAbout usAs a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.We are successfully operating for more than 180 years across 30 locations worldwide and offer our employees the chance to be a part of our employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit andthe positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group. jid80ce40fa jit0936a jiy25a
