CRM Assistant in Private Banking Switzerland

Vor 2 Tagen

Genf, Schweiz TN Switzerland Vollzeit

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CRM Assistant in Private Banking Switzerland (Ref. 2417), GenevaClient:Location:Job Category:

Finance

Job Reference:

ed63f2c9afc5

Job Views:

13

Posted:

21.01.2025

Expiry Date:

07.03.2025

Job Description:

Your role

As a CRM Assistant in Private Banking, you will support the Client Relationship Managers in their day-to-day tasks in the areas of trading, marketing, and administration. You will be a key element of the Swiss team in our Geneva office.

Your responsibilities

  • Provide day-to-day support to CRMs and to the Desk Head in administrative and commercial activities
  • Daily management of cash and corporate actions
  • Execute trades in all major asset classes: FX, equities, fixed income, funds, commodities, structured products, options, HF, and PE
  • Prepare and organize client meetings, as well as organize business trips for CRMs
  • Support CRMs for compliance or customer-related projects, as required
  • Create KYC files with CRM’s support and manage the account opening and closing process
  • Other administrative tasks and ad-hoc requests

Your profile

  • Bachelor's degree in Finance/Economics or completed bank apprenticeship or similar banking education
  • At least 5 years’ experience in a similar position
  • 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 responsibility, dynamism, proactivity, and flexibility
  • Fluent in English and French (other languages an asset), good communication skills

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. By submitting your application, you then confirm your understanding and acceptance of the above.

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