Client Relationship Manager for External Asset Managers
Vor 4 Tagen
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 roleAs a Client Relationship Manager for External Asset Managers at Bank J. Safra Sarasin you are responsible for servicing existing clients as well as acquiring and building up relationships with new EXAMs and Family Offices. As well as provide permanent service to the Bank's EXAM team in Basel, its (EXAM) clients as well as the related managed end-clients.
Your responsibilities- Serve EXAMs and their end-clients (such as trading, administration, opening of accounts, KYC etc.)
- Develop existing EXAMs' clients
- Acquire new EXAMs
- Advise EXAMs on trading, services and products of the bank
- Participate in the strategic development of bank's offering for EXAMs
- Bachelor degree in Finance/Economics or completed bank apprenticeship or similar banking education
- 5 to 10 years’ years of practical experience in the field of finance
- Solid knowledge of Microsoft tools; Avaloq is an advantage
- Strong customer service ethics and excellent communication skills
- Hands on mentality, with the ability to work under pressure and meet tight deadlines
- Sense of responsibilities, dynamism, proactivity, and flexibility
- Fluent in English and German
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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Basel, Basel-Stadt, Schweiz Bank J. Safra Sarasin AG VollzeitClient Relationship Manager for External Asset Managers (Ref. 2562)Job SummaryBusiness unit Private Banking / CRMLocation Basel, CHActivity rate 100%Publication date Reference 2562 APPLYAbout usAs a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients....
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Basel, Basel-Stadt, Schweiz Bank J. Safra Sarasin AG VollzeitAs 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. As a Client...
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Basel, Basel-Stadt, Schweiz Jobcloud VollzeitAbout 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...
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Basel, Schweiz Bank J. Safra Sarasin AG VollzeitAbout 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...
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Basel BS, Schweiz Bank J. Safra Sarasin AG VollzeitAs 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. As a Client...
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Client Relationship Manager for External Asset
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Basel, Schweiz Bank J. Safra Sarasin VollzeitJob Summary Business unit Private Banking / CRM Location Basel, CH Activity rate 100% Publication date 13.06.2024 Reference 2562 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...
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Basel, Schweiz J Safra Sarasin VollzeitYour role As a Client Relationship Manager for External Asset Managers at Bank J. Safra Sarasin you are responsible for servicing existing clients as well as acquiring and building up relationships with new EXAMs and Family Offices. As well as provide permanent service to the Bank's EXAM team in Basel, its (EXAM) clients as well as the related...
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Basel, Schweiz Bank J. Safra Sarasin AG VollzeitAbout 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...
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Basel, Schweiz Bank J. Safra Sarasin AG VollzeitAbout 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...
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Basel, Schweiz Bank J. Safra Sarasin AG VollzeitAbout 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...
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Basel, Schweiz Bank J. Safra Sarasin AG VollzeitAbout 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...
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Basel, Schweiz Bank J. Safra Sarasin AG VollzeitAbout 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...
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Basel, Schweiz Bank J. Safra Sarasin AG VollzeitAbout 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....
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Basel, Schweiz Bank J. Safra Sarasin AG Vollzeit#slim #content {border: none;margin: 0;padding: 0;} #slim .slim_picture {text-align: left;margin: 0 10px 20px 0;} #slim .slim_picture img {max-height: 126px;} #slim .slim_content {border: none;} #slim .slim_title {font-size: 24px;font-weight: bold;margin: 0 0 10px 0;text-align: left;line-height: 32px;word-wrap: break-word;} #slim .slim_text {padding: 0...
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Basel, Schweiz Bank J. Safra Sarasin AG Vollzeit#slim #content {border: none;margin: 0;padding: 0;} #slim .slim_picture {text-align: left;margin: 0 10px 20px 0;} #slim .slim_picture img {max-height: 126px;} #slim .slim_content {border: none;} #slim .slim_title {font-size: 24px;font-weight: bold;margin: 0 0 10px 0;text-align: left;line-height: 32px;word-wrap: break-word;} #slim .slim_text {padding: 0...
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Basel, Schweiz Bank J. Safra Sarasin AG VollzeitAbout 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...