Account Manager

vor 1 Monat


Geneva, Schweiz Bank J. Safra Sarasin AG Vollzeit
Account Manager / CRM Assistant (Ref. 2486) Job Summary Business unit Private Banking / CRM Location Geneva, CH Activity rate 100% Publication date 05.03.2024 Reference 2486 APPLY About us

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 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 role

As Account Manager at Bank J. Safra Sarasin you are assisting to CRMs and Account Manager for off-shore colleagues and actively support them.

Your responsibilities
  • Support colleagues off-shore in the operation of their shared Swiss booked accounts
  • Deal with clients (order and trades)
  • Administrative tasks for the Booking Center such as Payments, Liquidity management, listings, reportings etc.
Your profile
  • University degree in Finance or completed apprenticeship or similar banking education
  • 4 years of practical experience in a similar position or as CRM Assistant
  • Excellent Microsoft Office skills; knowledge in Avaloq is an advantage 
  • Strong analytical and problem solving skills with ability to weight problems and set priorities
  • Excellent interpersonal skills as well as ability to work with various stakeholder
  • Capability to work independently and hands-on mentality 
  • Fluency in English 

Agencies, please note that only direct applications will be considered.

 

Please note that if you submit your application, Bank J. Safra Sarasin Ltd will process your personal data for the purpose of the hiring and employment process. For further information, please read the Data Privacy Statement for applicants available on the Bank’s website here. By submitting your application, you then confirm your understanding and acceptance of the above.


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