Client Relationship Manager for External Asset Managers

vor 1 Woche


Basel, Basel-Stadt, Schweiz Bank J. Safra Sarasin AG Vollzeit

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.

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 managed end-clients.

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; Fluent in English and German

Please note that if you submit your application, Bank J. For further information, please read the Data Privacy Statement for applicants available on the Bank's website here .

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