Junior CRM/assistant Relationship Manager Private

vor 6 Stunden


Zurich, Schweiz Bank J. Safra Sarasin Vollzeit

As a Junior CRM/Assistant Relationship Manager you support the Client Relationship Manager in overall day to day tasks. In addition you are responsible for monitoring the investment portfolios, creating investment ideas and producing investment proposals, account openings, other documentations as well as preparing client meetings, client reviews, handling risk management, issue management and direct point of contact for clients.

**Responsibilities**
- Support the CRM in administrative and commercial activities
- Monitor client portfolios, create investment ideas and generate investment proposals
- Prepare client meetings and reviews
- Administrative tasks in client openings and other documentations ans issue management
- Risk management
- Credit monitoring
- Direct point of contact for clients

**Profiles**
- Bachelor/Associate degree in Finance/Economics or completed bank apprenticeship or similar banking education
- Several years of relevant professional experience in the banking and asset management sector
- Strong affinity with investments
- Excellent organizational and interpersonal skills
- Profound IT-affinity, in particular MS Excel, MS Word, Avaloq are a plus
- Reliable, capable of working independently, self starter and systematically meeting deadlines
- Fluent in Dutch and English, German and French are a plus

**Activity rate**

100 %



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