CRM Assistant for External Asset Managers

vor 3 Wochen

Basel, Basel-Stadt, Schweiz Bank J. Safra Sarasin AG Vollzeit
CRM Assistant for External Asset Managers (Ref. 2315)
Job Summary

Business unit
Private Banking / CRM

Location
Basel, CH

Activity rate
100%

Publication date

Reference
2315

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 CRM Assistant for External Asset Managers at Bank J. Safra Sarasin in Basel you are responsible for ensuring a high-end banking service to the clients and provide direct assistance to the CRM in a dynamic and international environment for trading, marketing and administrative tasks.

Your responsibilities
  • Ensure a high-end banking service to the clients
  • Partner with CRMs to manage client relationships on a day-to-day basis
  • Trade in all main asset classes: FX, equities, fixed income, funds, commodities, structured products, HF, PE
  • Handle the daily management of cash and corporate actions
  • Prepare client meetings (portfolio reviews, documentation, etc.) and organizing CRM business trips
  • Support the CRM with compliance or client-related projects as and when required
  • Create KYC files with the support of the CRM and managing the accounts opening and closing process
  • Other administrative tasks and ad-hoc requests
Your profile
  • Completed bank apprenticeship or similar banking education
  • At least 2 years' experience in a similar position
  • Good communication skills
  • Strong customer service ethics
  • Attitude to work under pressure and to meet tight deadlines
  • Solid knowledge of Microsoft tools and Avaloq (is an advantage)
  • Fluent in German and 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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