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 activitiesManage retrocessions and related commissionsAccount openings, closings and other documentationsDeal with internal and external policies and compliance regulations FATCA, anti-money laundering (AML), Mi FID, etc.Prepare client meetings and eventsRespond to clients enquiries by email or phoneControl, execute and monitor client's instructions (payments, stock exchange, change of static data, etc.)Monitor credit lines and maturities of investmentsMonitor administrative issuesYour ProfileUniversity degree in Finance or completed apprenticeship or similar banking educationFirst relevant work experience in Private BankingExcellent Microsoft Office skillsKnowledge in Avaloq is an advantageAbility to weigh problems and set priorities, strong analytical and problem solving skillsExcellent interpersonal skills and ability to work with various stakeholdersStrong work ethics, integrity and high level of accountabilityFluency in English and GermanYour Benefits Entrepreneurial spirit in a family owned bank Central city office locations across SwitzerlandAbove average insurance coverage fully borne by the bankContribution to health insurance and meal allowanceGlobal growth strategy and stable environmentCompetitive offering About 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. jid80ce40fje jit0938je jiy25je
