![Bank J. Safra Sarasin AG](https://media.trabajo.org/img/noimg.jpg)
Assistant to CRM and Head Private Banking Basel
vor 1 Monat
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.
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
- 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.
-
Assistant to CRM and Head Private Banking Basel
vor 3 Wochen
Basel, Schweiz Bank J. Safra Sarasin VollzeitJob Summary Business unit Private Banking / CRM Location Basel, CH Activity rate 100% Publication date 02.05.2024 Reference 2392 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...
-
Assistant to CRM and Head Private Banking Basel
vor 3 Wochen
Basel, Basel-Stadt, Schweiz Bank J. Safra Sarasin AG VollzeitAssistant to CRM and Head Private Banking Basel (Ref. 2392)Job SummaryBusiness unit Private Banking / CRMLocation Basel, CHActivity rate 100%Publication date Reference 2392 APPLYAbout usAs a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our...
-
Assistant to CRM and Head Private Banking Basel
vor 1 Monat
Basel, Basel-Stadt, Schweiz Bank J. Safra Sarasin AG VollzeitAssistant to CRM and Head Private Banking Basel (Ref. 2392)Job SummaryBusiness unit Private Banking / CRMLocation Basel, CHActivity rate 100%Publication date Reference 2392 APPLYAbout usAs a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our...
-
Assistant to CRM and Head Private Banking Basel
vor 1 Woche
Basel, Basel-Stadt, Schweiz Bank J. Safra Sarasin VollzeitJob SummaryBusiness unitPrivate Banking / CRMLocationBasel, CHActivity rate100%Publication date Reference2392About usAs 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...
-
Assistant To Crm And Head Private Banking Basel
vor 1 Monat
Basel, Schweiz Bank J. Safra Sarasin AG VollzeitAbout usAs 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...
-
Assistant to CRM and Head Private Banking Basel
vor 4 Wochen
Basel, Schweiz Bank J. Safra Sarasin AG VollzeitAbout 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....
-
Assistant to CRM and Head Private Banking Basel
vor 1 Monat
Basel, Schweiz J Safra Sarasin VollzeitLog inLog in Services Expertise Company Products Wealth Management Asset Management External Asset Managers Corporate Banking Trading Services Market Views Sustainable Investments Investment Advisory Solutions Discretionary Investment Management Swiss Pension Planning Investment Foundations Tailored Fund Solutions Real Estate About Us Our...
-
CRM Assistant
Vor 4 Tagen
Basel, Schweiz Ateca Consulting Vollzeit**Urgent Job Opportunity!** We are seeking an experienced **CRM Assistant** to join a major financial institution in Switzerland in the Private Banking team. This role is pivotal in providing essential support to Client Relationship Managers (CRMs) and the Desk Head, ensuring smooth administrative and operational activities to enhance client service and...
-
CRM Assistant for External Asset Managers
vor 1 Monat
Basel, Basel-Stadt, Schweiz Bank J. Safra Sarasin AG VollzeitCRM Assistant for External Asset Managers (Ref. 2315)Job SummaryBusiness unit Private Banking / CRMLocation Basel, CHActivity rate 100%Publication date Reference 2315 APPLYAbout usAs a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success...
-
CRM Assistant for External Asset Managers
vor 3 Wochen
Basel, Basel-Stadt, Schweiz Bank J. Safra Sarasin AG VollzeitCRM Assistant for External Asset Managers (Ref. 2315)Job SummaryBusiness unit Private Banking / CRMLocation Basel, CHActivity rate 100%Publication date Reference 2315 APPLYAbout usAs a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success...
-
Lead Auditor Private Banking and Asset Management
vor 3 Wochen
Basel, Schweiz coni+partner AG VollzeitOur client is an international bank in Basel. We are looking for a senior auditor (m, f, d) as a Lead Auditor Private Banking and Asset Management Aufgaben Responsibility as lead auditor with a risk-oriented, systematic approach and best practice focus / Lead a team of audit specialists or independently audit specialist topics in private banking or asset...
-
Lead Auditor Private Banking and Asset Management
vor 2 Monaten
Basel, Schweiz coni+partner AG VollzeitOur client is an international bank in Zürich. We are looking for a senior auditor (m, f, d) as a Lead Auditor Private Banking and Asset Management Aufgaben Responsibility as lead auditor with a risk-oriented, systematic approach and best practice focus / Lead a team of audit specialists or independently audit specialist topics in private banking or...
-
Lead Auditor Private Banking and Asset Management
vor 2 Wochen
Basel, Schweiz coni+partner AG VollzeitOur client is an international bank in Zürich. We are looking for a senior auditor (m, f, d) as a Lead Auditor Private Banking and Asset Management Aufgaben Responsibility as lead auditor with a risk-oriented, systematic approach and best practice focus / Lead a team of audit specialists or independently audit specialist topics in private banking or...
-
Assistant Private Banking
vor 3 Wochen
Basel, Basel-Stadt, Schweiz Bank CIC (Schweiz) AG VollzeitOffres d'emploiAssistant Private Banking %) Lieu de travail: Basel Marktplatz 13Basel4001BSSecteur: Private BankingFonction: Assistant T15:56: :00Liste des tâchesSie unterstützen die Relationship Manager bei der Bearbeitung der täglichen Aufgaben proaktiv und übernehmen teilweise deren Stellvertretung bei Abwesenheit Sie helfen bei der Vor- und...
-
Assistant Private Banking
vor 2 Monaten
Basel, Basel-Stadt, Schweiz Bank CIC (Schweiz) AG VollzeitOffres d'emploiAssistant Private Banking %) Lieu de travail: Basel Marktplatz 13Basel4001BSSecteur: Private BankingFonction: Assistant T15:56: :00Liste des tâchesSie unterstützen die Relationship Manager bei der Bearbeitung der täglichen Aufgaben proaktiv und übernehmen teilweise deren Stellvertretung bei Abwesenheit Sie helfen bei der Vor- und...
-
Assistant to Team Head
vor 1 Woche
Basel, Basel-Stadt, Schweiz Yakoubi Associates VollzeitFor our client a renowned Swiss private bank, we are looking for a Senior Assistant to Team Head & one Relationship Manager within the Swiss German client market HNWI/UHNWI in Zurich.Tasks Assist Relationship Managers and the Team Head in the daytoday work servicing clients and handling administrative issues Support the Team Head in organising team meetings...
-
Assistant Private Banking, Market Central
vor 1 Woche
Basel, Basel-Stadt, Schweiz LGT VollzeitLGT ist eine führende internationale Private Banking und Asset Management Gruppe, die sich seit über 100 Jahren im Besitz der Fürstenfamilie von Liechtenstein befindet. Mit rund 600 Mitarbeitenden hat sich die LGT Bank Schweiz als namhafte Schweizer Privatbank etabliert und ist sowohl für vermögende Privatkunden wie auch für Mitarbeitende eine...
-
Assistant to Team Head
vor 3 Wochen
Basel, Schweiz Yakoubi Associates VollzeitFor our client a renowned Swiss private bank, we are looking for a Senior Assistant to Team Head & one Relationship Manager within the Swiss German client market HNWI/UHNWI in Zurich. Tasks - Assist Relationship Managers and the Team Head in the day-to-day work servicing clients and handling administrative issues - Support the Team Head in organising team...
-
Assistant Private Banking, Market Central
vor 2 Monaten
Basel, Schweiz LGT VollzeitLGT ist eine führende internationale Private Banking und Asset Management Gruppe, die sich seit über 100 Jahren im Besitz der Fürstenfamilie von Liechtenstein befindet. Mit rund 600 Mitarbeitenden hat sich die LGT Bank Schweiz als namhafte Schweizer Privatbank etabliert und ist sowohl für vermögende Privatkunden wie auch für Mitarbeitende eine...
-
Deputy Head of Banking Department
vor 2 Monaten
Basel, Schweiz Bank For International Settlements Vollzeit**Deputy Head of Banking Department**: **Purpose of the job**: The Deputy operates in a close team relationship with the Head of Banking, acting as replacement in their absence, and participates in the formulation of strategy and the management of the Bank as a member of the Finance Committee. They contribute to the strategic planning and management of the...