CRM Assistant Mediterranean Desk

vor 2 Wochen

Zurich, Schweiz Bank J. Safra Sarasin Vollzeit

Job Summary
Business unit
Private Banking / CRM
Location
Zurich, CH
Activity rate
100%
Publication date
04.06.2024
Reference
2540

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 CRM Assistant Private Banking Europe at Bank J. Safra Sarasin in Zurich 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.

**Responsibilities**:
Support CRMs in overall day-to-day business
Account openings, closings and other documentations
Prepare client meetings, events and business trips
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.
Creating KYC files with the support of the CRM and managing the accounts opening and closing process
Other administrative tasks and ad-hoc requests
**Profile**:
Successfully completed bank apprenticeship and/or Bachelor in Banking and Finance
At least 5 years of professional experience in a front office support role
Solid knowledge of Microsoft tools as well as knowledge of Avaloq and Bloomberg
Detail oriented, reliable and attitude to work well under pressure as well as excellent sense of responsibility and proactivity with strong customer service ethics
Fluency in English and German, as well as other languages would be an advantage (Spanish or French)

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