CRM Assistant Private Banking Europe
vor 2 Monaten
Job Summary
Business unit
Private Banking / CRM
Location
Zurich, CH
Activity rate
100%
Publication date
25.04.2023
Reference
2057
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 Geneva 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**:
Partner with CRMs to manage overall day-to-day business
Support the team head with administrative tasks
Perfrom account openings, closings and other documentations
Prepare client meetings, events and business trips
Monitor client portfolios, handle client orders in the absence of CRMs, handle asset maturities and corporate actions
Help to prepare internal research publications
Deal with internal and external policies and compliance regulations including FATCA, anti-money laundering (AML), MiFID, etc.
**Profile**:
Completed apprenticeship in the banking sector
Minimum 3 years of practical experience as an Assistant in Private Banking
Ability to weight problems and set priorities as well as strong analytical and problem solving skills
Excellent communication and presentation skills as well as excellent interpersonal skills with the ability to work under pressure
Hands-on mentality and willingness to take responsibility
Excellent Microsoft Office skills, experience with Banking Software Avaloq is an advantage
Fluency in German and English are required, very good command in French and Greek are an advantage
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