Client Relationship Manager for External Asset

vor 1 Woche


Basel, Basel-Stadt, Schweiz Bank J. Safra Sarasin Vollzeit
Job Summary
Business unit
Private Banking / CRM
Location
Basel, CH
Activity rate
100%
Publication date

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 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 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.


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

Profile:

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

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

    Client 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....


  • 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...


  • Basel, Basel-Stadt, Schweiz Jobcloud Vollzeit

    About 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...


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

    CRM Assistant for External Asset Managers (Ref. 2315)Job SummaryBusiness unit Private Banking / CRMLocation Basel, CHActivity rate 100%Publication date Reference 2315 APPLYAbout 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...


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

    CRM Assistant for External Asset Managers (Ref. 2315)Job SummaryBusiness unit Private Banking / CRMLocation Basel, CHActivity rate 100%Publication date Reference 2315 APPLYAbout 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...

  • Relationship Manager

    vor 1 Woche


    Basel, Basel-Stadt, Schweiz Lombard Odier & Cie Vollzeit

    A career at the Lombard Odier Group is something to be proud of. Our mission is to protect and grow our clients' wealth - but not by any means necessary. Sustainability is at the heart of everything we do and we treat our clients' wealth as if it were our own. We protect our clients' assets for the long-term using expertise and innovation, all underpinned by...


  • Basel, Basel-Stadt, Schweiz Brandt & Partner GmbH Vollzeit

    Zur Ergänzung im hoch motivierten Team "Externe Vermögensverwalter (EVV)" eines wachsenden und innovativen Bankeninstituts suchen wir für die Kundschaft in der Zentralschweiz Sie als erfahrene und qualifizierte Persönlichkeit.AufgabenIn Ihrer Position als Relationship Manager/Consultant for External Asset Management sind Sie verantwortlich für die...

  • Relationship Manager

    vor 1 Woche


    Basel, Basel-Stadt, Schweiz BNP Paribas Vollzeit

    DAILY WORK:Function:Substantially develop the existing Private Wealth Management Banking client base through an effectively designed client acquisition program based on a strong knowledge of the local market and a holistic offering of BNPP's Wealth Management products and services.Responsibilities:Marketing & Sales:Design and implement a marketing strategy...


  • Basel, Basel-Stadt, Schweiz Sobi Vollzeit

    Role & FunctionKey Responsibilities Team leader cross functional Virtual Plant Team (DS, DP, CLO as applicable) Strategic and operational CMO management Responsible and main contact person for CMOs, leading Business Review and Operational Meetings Supplier relationship management for CMO(s), ensuring e.g. supply agreements, change orders, improvements and...


  • Basel, Basel-Stadt, Schweiz Crypto Finance AG Vollzeit

    Come join us at Crypto Finance Group. We are a fast-growing company, where everyone plays an important role. We welcome you to join us and help shape our future.About Crypto Finance GroupThe Crypto Finance Group - comprising two FINMA-regulated financial institutions and part of Deutsche Börse Group - offers professional digital asset solutions. This...

  • Account Manager

    vor 1 Woche


    Basel, Basel-Stadt, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.The Account Manager - Trade Basic (AM) is mainly responsible for servicing the clients in the day-to-day work and handling...

  • Client Manager

    vor 1 Woche


    Basel, Basel-Stadt, Schweiz UBS Vollzeit

    Schweiz - Nordschweiz- Business Management, Administration & Support, Kundenberatung / Relationship Management- Personal & Corporate Banking**Automatischer Stellencode** BR**Stadt**- Basel**Job-Typ**- Vollzeit**Die Rolle**- Junges und dynamisches Team sucht Verstärkung- Möchtest du dein Anlage- und Vorsorgewissen aufbauen und festigen? Interessierst du...


  • Basel, Basel-Stadt, Schweiz LGT Vollzeit

    LGT ist eine führende internationale Private Banking und Asset Management Gruppe, die sich seit über 100 Jahren im Besitz der Fürstenfamilie von Liechtenstein befindet. Mit rund 600 Mitarbeitenden hat sich die LGT Bank Schweiz als namhafte Schweizer Privatbank etabliert und ist sowohl für vermögende Privatkunden wie auch für Mitarbeitende eine...


  • Basel, Basel-Stadt, Schweiz Energy Infrastructure Partners AG Vollzeit

    Your area of responsibility: Supporting senior institutional client relationship managers in acquiring, maintaining, and further developing client relationships, mainly for DACH region investors Creating, in collaboration with senior professionals, new sales collaterals and participate in selected client meetings Preparing, reviewing, and updating client...


  • Basel, Basel-Stadt, Schweiz Deutsche Börse Vollzeit

    LearnDevelop Grow But always:Share value:Join our international team that drives positive change, united by a spirit of openness and curiosity. We empower you to have an impact and to grow - personally and professionally. With us, you work at the heart of financial systems and evolve the way markets operate. We're excited about the future because we are the...


  • Basel, Basel-Stadt, Schweiz Bayer Vollzeit

    At Bayer we're visionaries, driven to solve the world's toughest challenges and striving for a world where ,Health for all, Hunger for none' is no longer a dream, but a real possibility. We're doing it with energy, curiosity and sheer dedication, always learning from unique perspectives of those around us, expanding our thinking, growing our capabilities and...


  • Basel, Basel-Stadt, Schweiz Aquila Associates Investments AG Vollzeit

    Wir suchen erfahrene Wealth- und Relationship-Manager mit langjähriger Erfahrung und tadellosem Ruf bei Schweizer Privatkunden.Neben einer transparenten und wettbewerbsfähigen Vergütung bieten wir die Aussicht, Partner und Anteilseigner zu werden und zur nachhaltigen Entwicklung des Unternehmens beizutragen.


  • Basel, Basel-Stadt, Schweiz Aquila Associates Investments AG Vollzeit

    Wir suchen erfahrene Wealth- und Relationship-Manager mit langjähriger Erfahrung und tadellosem Ruf bei Schweizer Privatkunden.Neben einer transparenten und wettbewerbsfähigen Vergütung bieten wir die Aussicht, Partner und Anteilseigner zu werden und zur nachhaltigen Entwicklung des Unternehmens beizutragen.


  • Basel, Basel-Stadt, Schweiz Aquila Associates Investments AG Vollzeit

    Wir suchen erfahrene Wealth- und Relationship-Manager mit langjähriger Erfahrung und tadellosem Ruf bei Schweizer Privatkunden.Neben einer transparenten und wettbewerbsfähigen Vergütung bieten wir die Aussicht, Partner und Anteilseigner zu werden und zur nachhaltigen Entwicklung des Unternehmens beizutragen.


  • Basel, Basel-Stadt, Schweiz Michael Page Switzerland Vollzeit

    The Director of Manufacturing is the Business lead, Technical Lead and primary contact responsible for managing the company's commercial Drug Product (DP) Contract Manufacturing Organizations (CMO's), and other third-party suppliers. External Manufacturing Senior Manager - Small MoleculesOur client is a biopharmaceutical company launching its EU operations....