CRM Assistant
vor 1 Woche
Business unit
Private Banking / CRM
Location
Zurich, CH
Activity rate
100%
Publication date
Reference
2283
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 CRM Assistant at Bank J.
Safra Sarasin you will be partnering with CRMs in their day-to-day work tasks and are responsible for ensuring a high-end banking service.
Responsibilities:
Support the team with administrative tasks
Partner with CRMs to manage overall day-to-day business
Perform account openings, closings and other documentations
Prepare client meetings and sometimes events
Monitor client portfolios, handle client orders in the absence of CRMs, handle asset maturities and corporate actions
Deal with internal and external policies and compliance regulations including FATCA, anti-money laundering (AML), MiFID, etc.
Profile:
Completed apprenticeship in the banking sector
2 years of practical experience as an Assistant in Private Banking
Excellent Microsoft Office skills; knowledge in Avaloq is an advantage
Strong analytical and problem solving skills as well as ability to weight problems and set priorities
Strong work ethics, integrity and high level of accountability
Organizational skills as well as ability to work under pressure
Fluency in German and English
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