Assistant to CRM and Head Private Banking Basel

vor 3 Wochen

Basel, Basel-Stadt, Schweiz Bank J. Safra Sarasin AG Vollzeit
Assistant to CRM and Head Private Banking Basel (Ref. 2392)
Job Summary

Business unit
Private Banking / CRM

Location
Basel, CH

Activity rate
100%

Publication date

Reference
2392

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 Assistant to CRM and Head Private Banking Basel at Bank J. Safra Sarasin you are an ambitious individual who is seeking to contribute to the Bank's success and provide permanent service to the Bank's front units.

Your responsibilities
  • Support CRMs in overall day-to-day business and TH in admin. work
  • Accompanying CRM's on client visits and prepare client meetings and business trips
  • Do account openings, closings and other documentations
  • Organization of client events in collaboration with Marketing
  • Monitor client portfolios, handling of client orders in the absence of CRMs, asset maturities and corporate actions
  • Help to prepare internal research publications
  • Dealing with internal and external policies and compliance regulations including FATCA, anti-money laundering (AML), MiFID, etc..
  • Support Head Private Banking Basel: Controlling, Market Strategy, Business development, administration and organization for the function as Delegate (Vice Chairman) of the Basel Banking Association
Your profile
  • Completed apprenticeship in the banking sector or commercial apprenticeship and/or Bachelor in Banking and Finance. University degree (university / FH) if the development goal goes in the direction of CRM
  • Minimum 3 years of practical experience as Assistant in Private Banking
  • Interest in Financial Markets, knowledge and understanding of basic asset classes (equities, fixed income, FX, etc.) as well as experience in placing orders in the main asset classes
  • Ability to weight problems and set priorities as well as strong analytical and problem solving skills
  • Excellent Microsoft Office skills, experience with Banking Software Avaloq is an advantage
  • Excellent communication and presentation skills as well as excellent interpersonal skills with the ability to work under pressure and with various stakeholder
  • Fluency in German and English, very good command in French is an advantage

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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