CRM Assistant Private Banking

As CRM Assistant Private Banking 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.

• Assist an international team (5 CRMs) in their daily business, including:
• Daily management and monitoring of the client's accounts: fiduciary deposits, overdraft, payment support, e-banking access, credit cards support
• Execution of client's orders (equity, bonds, FX), funds subscription
• Client's communication and reporting (account statements, performance, order and payment confirmation)
• Discretionary mandate implementation and monitoring
• KYC periodic review, forms renewal and CRM's support with internal departments (central file, compliance, etc.) in particular for high risk clients
• Prepare and follow-up internally on the accounts opening journey (individual, corporate, complex structures)
• Participate in the marketing effort and follow-up of investment solutions and product ideas in support of CRMs (SPS, trading, Edge Lab, etc.)

• University degree in Finance
• 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 work ethic, integrity and high level of accountability
• Ability to work under pressure and work with various stakeholders
• Fluency in English and French, other languages are an advantage

• Entrepreneurial spirit in a family owned bank
• Central city office locations across Switzerland
• Above average insurance coverage fully borne by the bank
• Contribution to health insurance and meal allowance
• Global growth strategy and stable environment
• Competitive offering

As 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 30 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 andthe positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group.