CRM Assistant — External Asset Managers

# 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...

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...

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...

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...

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...

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,...

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...

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...

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...

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...