CRM Assistant - Schweiz - Bank J. Safra Sarasin

Bank J. Safra Sarasin

Geprüftes Unternehmen

Schweiz

vor 2 Wochen

Geschrieben von:

Lena Schneider

beBee Recruiter

Beschreibung

Job Summary

Business unit

Private Banking / CRM

Location

Geneva, CH

Activity rate

100%

Publication date

Reference

2074

About usAs a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our 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 27 locations worldwide and offer our employees the chance to be a part of our success.

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 and the positive attitude of each individual.

Join our international team and be part of the next chapter of the J. Safra Sarasin Group.

Your roleAs CRM Assistant at Bank J. Safra Sarasin you are responsible for ensuring a highend banking service to the UHNW/HNW clients and provide direct assistance to the CRM in their daytoday work tasks in a dynamic and international environment for trading, marketing and administrative tasks.

Your responsibilities

Partnering with CRMs to manage client relationships on a daytoday basis
Trading in all main asset classes: FX, equities, fixed income, funds, commodities, structured products, HF and PE
Handling the daily management of cash and corporate actions
Preparing client meetings (portfolio reviews, documentation) and organizing CRM business trips
Supporting the CRM with compliance or clientrelated projects as and when required
Creating KYC files with the support of the CRM and managing the accounts opening and closing process
Other administrative tasks and adhoc requests

Your profile

University degree in Economics or Finance or completed apprenticeship or similar banking education
Additional training in Banking or at least 4 years of professional experience in a similar position
Excellent Microsoft Office skills; knowledge in Avaloq is an advantage
Strong analytical and problem solving skills with the ability to weight problems and set priorities
Strong work ethics, integrity and high level of accountability with ability to work under pressure
Excellent interpersonal skills with handson mentality and capability to work independently
Fluency in English and French