CRM Assistant

Job Summary

**Business unit**

**Private Banking / CRM**

**Location**

**Geneva, CH**

**Activity rate**

**100%**

**Publication date**

**20.03.2023**

**Reference**

**2074**
- About 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 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 roleAs CRM Assistant at Bank J. Safra Sarasin you are responsible for ensuring a high-end banking service to the UHNW/HNW clients and provide direct assistance to the CRM in their day-to-day work tasks in a dynamic and international environment for trading, marketing and administrative tasks.
- Your responsibilities- Partnering with CRMs to manage client relationships on a day-to-day basis
- Trading in all main asset classes: FX, equities, fixed income, funds, commodities, structured products, HF and PE
- Handling the daily management of cash and corporate actions
- Preparing client meetings (portfolio reviews, documentation) and organizing CRM business trips
- Supporting the CRM with compliance or client-related projects as and when required
- Creating KYC files with the support of the CRM and managing the accounts opening and closing process
- Other administrative tasks and ad-hoc requests
- Your profile- University degree in Economics or Finance or completed apprenticeship or similar banking education
- Additional training in Banking or at least 4 years of professional experience in a similar position
- Excellent Microsoft Office skills; knowledge in Avaloq is an advantage
- Strong analytical and problem solving skills with the ability to weight problems and set priorities
- Strong work ethics, integrity and high level of accountability with ability to work under pressure
- Excellent interpersonal skills with hands-on mentality and capability to work independently
- Fluency in English and French