CRM Assistant External Assets Managers

vor 1 Tag

Genf, Schweiz J. Safra Sarasin Vollzeit

Your Role As CRM Assistant External Assets Managers at Bank J. Safra Sarasin you are an integral support partner to our Client Relationship Managers (CRMs) in managing the overall day-to-day business operations and provide client-centric experiences through efficient administrative, operational and compliance-related tasks. Your Responsibilities Provide day-to-day support in administrative and commercial activities Manage retrocessions and related commissions Account openings, closings and other documentations Deal with internal and external policies and compliance regulations FATCA, anti-money laundering (AML), MiFID, etc. Prepare client meetings Respond to clients enquiries by email or phone Control, execute and monitor client's instructions (payments, stock exchange, FX, change of static data, etc.) Monitor credit lines and maturities of investments Monitor administrative issues Your Profile University degree in Finance First relevant work experience in Private Banking / External Assets Managers Excellent Microsoft Office skills, knowledge in Avaloq is an advantage Ability to weigh problems and set priorities Excellent organizational skills and work independently (even under pressure) Strong team spirit and interpersonal skills Strong work ethics, flexibility, integrity and high level of accountability Fluency in French and English, other languages are an advantage Your Benefits Entrepreneurial spirit in a family owned bank Central city office locations across Switzerland Above average insurance coverage fully borne by the bank Contribution to health insurance and meal allowance Global growth strategy and stable environment Competitive offering #J-18808-Ljbffr

  • CRM Assistant External Assets Managers

    Vor 6 Tagen

    Genf, Genf, Schweiz Bank J. Safra Sarasin AG Vollzeit CHF 120'000 - CHF 180'000 pro Jahr

    # CRM Assistant External Assets Managers # * Geneva, CH * Full-time * Unlimited ### Your Role ### As CRM Assistant External Assets Managers at Bank J. Safra Sarasin you are an integral support partner to our Client Relationship Managers (CRMs) in managing the overall day-to-day business operations and provide client-centric experiences through efficient...

  • CRM Assistant External Assets Managers

    Vor 5 Tagen

    Genf, Schweiz J. Safra Sarasin Vollzeit

    Your Role As CRM Assistant External Assets Managers at Bank J. Safra Sarasin you are an integral support partner to our Client Relationship Managers (CRMs) in managing the overall day-to-day business operations and provide client-centric experiences through efficient administrative, operational and compliance-related tasks. Your Responsibilities Provide...

  • CRM Assistant External Assets Managers

    vor 1 Tag

    Genf, Schweiz Bank J. Safra Sarasin Vollzeit

    Your Role As CRM Assistant External Assets Managers at Bank J. Safra Sarasin you are an integral support partner to our Client Relationship Managers (CRMs) in managing the overall day‑to‑day business operations and provide client‑centric experiences through efficient administrative, operational and compliance‑related tasks. Your Responsibilities...

  • CRM Assistant — External Asset Managers

    vor 1 Tag

    Genf, Schweiz J. Safra Sarasin Vollzeit

    A leading Swiss private bank in Geneva is looking for a CRM Assistant for External Assets Managers. This role involves supporting Client Relationship Managers by handling daily operations and compliance tasks. Candidates should have a university degree in Finance, relevant experience in private banking, and excellent skills in Microsoft Office. Fluency in...

  • CRM Assistant External Assets Managers

    Vor 5 Tagen

    Genf, Schweiz Bank J. Safra Sarasin AG Vollzeit

    As CRM Assistant External Assets Managers at Bank J. Safra Sarasin you are an integral support partner to our Client Relationship Managers (CRMs) in managing the overall day-to-day business operations and provide client-centric experiences through efficient administrative, operational and compliance-related tasks. Your Responsibilities Provide day-to-day...

  • Funds Sales – Swiss External Asset Managers

    vor 2 Wochen

    Genf, Genf, Schweiz Jobs via eFinancialCareers Vollzeit CHF 80'000 - CHF 120'000 pro Jahr

    Job Title:Funds Sales – Swiss External Asset Managers (EAMs)Location:Geneva, SwitzerlandOverviewWe are looking for a motivated and client-focused professional to join our client's sales team, covering Swiss External Asset Managers (Independent Wealth Managers) across Switzerland. The successful candidate will play a key role in strengthening relationships,...

  • CRM Assistant: Private Banking

    Vor 5 Tagen

    Genf, Schweiz Bank J. Safra Sarasin AG Vollzeit

    A leading sustainable private bank in Switzerland is seeking a CRM Assistant to support Client Relationship Managers in day-to-day operations and client interactions. Responsibilities include managing client inquiries, compliance tasks, and administrative functions. Ideal candidates hold a Finance degree and have relevant experience in Private Banking. This...

  • CRM Assistant for Private Banking

    vor 1 Tag

    Genf, Schweiz Bank J. Safra Sarasin Vollzeit

    A leading sustainable private bank in Geneva is seeking a CRM Assistant to support Client Relationship Managers in daily operations and compliance-related tasks. Responsibilities include managing documentation, client meetings, and following compliance regulations. The ideal candidate has a Finance degree and relevant experience in Private Banking. This role...

  • CRM Assistant – Private Banking Operations

    Vor 5 Tagen

    Genf, Schweiz J. Safra Sarasin Vollzeit

    A major private bank in Geneva is seeking a CRM Assistant for their External Assets Managers. The role involves supporting Client Relationship Managers with administrative and operational tasks, ensuring compliance with regulations such as FATCA and AML. Candidates should have a University degree in Finance and experience in Private Banking. The ideal...

  • Assistant CRM

    Vor 6 Tagen

    Genf, Genf, Schweiz Ur-Capital Vollzeit CHF 60'000 - CHF 90'000 pro Jahr

    Job DescriptionAn important Private Bank in Geneva is looking for their new Assistant to Client Relationship Manager.ResponsibilitiesSupport daily administrative and commercial activities for Client Relationship Managers (CRMs)Manage retrocessions and related commissionsHandle account openings, closings and all required documentationEnsure compliance with...