CRM Assistant Private Banking International
vor 5 Monaten
Job Summary
Business unit
Private Banking / CRM
Location
Geneva, CH
Activity rate
100%
Publication date
08.08.2024
Reference
2561
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 International 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 CRMs in their day-to-day work tasks in a dynamic and international environment for trading, marketing and administrative tasks.
**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, PE
Handling the daily management of cash and corporate actions
Preparing client meetings (portfolio reviews, documentation, etc.) 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
**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
Interest in Financial Markets, knowledge and understanding of basic asset classes (equities, fixed income, FX, etc.) as well as trading experience across main asset classes
Solid knowledge of Microsoft tools as well as knowledge of Avaloq & Bloomberg
Detail oriented, reliable as well as attitude to work well under pressure
Excellent sense of responsibility, proactivity and strong customer service ethics
Fluency in French and English
-
CRM Assistant in Private Banking
vor 2 Monaten
Genf, GE, Schweiz Ateca Consulting VollzeitWe're Hiring: Client Relationship Management (CRM) Assistant in Private Banking As a CRM Assistant in Private Banking you will support the Client Relationship Managers in their day-to-day tasks in the areas of trading, marketing, and administration. If you have a strong background in finance, excellent communication skills, and a proactive attitude, this...
-
CRM Assistant in Private Banking
vor 2 Monaten
Genf, Schweiz Ateca Consulting VollzeitWe're Hiring: Client Relationship Management (CRM) Assistant in Private Banking As a CRM Assistant in Private Banking you will support the Client Relationship Managers in their day-to-day tasks in the areas of trading, marketing, and administration. If you have a strong background in finance, excellent communication skills, and a proactive attitude, this...
-
CRM Assistant in Private Banking Europe
vor 3 Monaten
Genf, GE, Schweiz Bank J. Safra Sarasin VollzeitJob Summary Business unit Private Banking / CRM Location Geneva, CH Activity rate 100% Publication date 04.10.2024 Reference 2693 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...
-
Private Banking Assistant
vor 2 Monaten
Genf, GE, Schweiz Lombard Odier & Cie VollzeitA career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...
-
Private Banking Expert
Vor 5 Tagen
Genf, Genf, Schweiz Bank J. Safra Sarasin AG VollzeitAbout the OpportunityWe are seeking a highly skilled CRM Assistant to join our Private Banking team in Geneva, Switzerland.As a key member of our Swiss team, you will provide day-to-day support to Client Relationship Managers in administrative and commercial activities, including daily management of cash and corporate actions, executing trades, preparing...
-
Private Banking Assistant
vor 2 Monaten
Genf, Schweiz Lombard Odier Group VollzeitPrivate Banking Assistant Apply locations Geneva time type Full time posted on Posted 2 Days Ago job requisition id R0005472 A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is...
-
Contrôleur(Euse) de Gestion
vor 4 Monaten
Genf, GE, Schweiz Société Générale Private Banking Vollzeit**Vos missions au quotidien**: Société Générale Private Banking (SGPB), banque privée de gestion de fortune, du groupe Société Générale, est présente dans 11 pays à travers le monde. Société Générale Private Banking (Suisse) SA, appartient au réseau SGPB basé en Suisse. Elle offre des services de gestion de patrimoine à une clientèle...
-
Contrôleur(Euse) de Gestion
vor 4 Monaten
Genf, GE, Schweiz Société Générale Private Banking Vollzeit**Vos missions au quotidien**: Société Générale Private Banking (SGPB), banque privée de gestion de fortune, du groupe Société Générale, est présente dans 11 pays à travers le monde. Société Générale Private Banking (Suisse) SA, appartient au réseau SGPB basé en Suisse. Elle offre des services de gestion de patrimoine à une clientèle...
-
Head of Client Relationship Management
vor 2 Wochen
Genf, Schweiz Finders SA VollzeitHead of Client Relationship Management - Private BankingClient:A very well-established Swiss bank with a busy Geneva headquarters, known for its high-quality service in all banking fields. Founded under Swiss Banking Law and Regulations and supervised by FINMA, the bank has a solid reputation and strong core values, with a close-knit working atmosphere and...
-
Head of Investigations
vor 5 Monaten
Genf, Schweiz Michael Page International (Switzerland) SA VollzeitAbout Our ClientA Geneva-based private banking institution.Job DescriptionOversee and provide quality control and decisions, in conjunction with the Head of AML, on AML Investigations into cases of suspected money laundering.Management of sanctions advisory and investigation activities, including on accounts subject to blockage.Oversight of the Group Name...
-
Deal Advisor
vor 3 Monaten
Genf, GE, Schweiz MergersCorp M&A International Vollzeit**MergersCorp M&A International is a leading advisory brand, offering Investment Banking services with focus on Cross Border Mergers and Acquisitions and Corporate Finance to clients across the world.** We provide a range of investment banking services to lower-middle and middle-market businesses: deal execution, deal origination, valuation of assets,...
-
Banking Operations Specialist
Vor 5 Tagen
Thônex GE, Schweiz Lombard Odier VollzeitAn innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive...
-
Customer Service Representative
Vor 7 Tagen
Genf, Genf, Schweiz Jobcloud VollzeitAbout J. Safra Sarasin GroupWe are a leading sustainable private bank operating across 30 locations worldwide, with over 180 years of experience in investment advisory and asset management.Our employees are our most valuable asset, and we pride ourselves on a unique culture that fosters entrepreneurship and teamwork. We offer a dynamic and personalized...
-
Jira Expert
vor 1 Monat
Genf, GE, Schweiz Synechron VollzeitFor more information on the company, please visit our website or LinkedIn community. **Why join Synechron ?** We are in constant search for **talented and enthusiastic people** who are passionate about working with our clients and being the** best ambassadors **for our company. **Your mission**: To strengthen our **Synechron Switzerland team,** we are...
-
Test Manager
vor 5 Monaten
Genf, GE, Schweiz Synechron Vollzeit**Company Description** For more information on the company, please visit our website or LinkedIn community. **Why join Synechron ?** We are in constant search for talented and enthusiastic people who are passionate about working with our clients and being the best ambassadors for our company. To reinforce the **Synechron Switzerland** team, we are...
-
International Private Bank, Executive Director
vor 2 Monaten
Genf, GE, Schweiz JPMorgan Chase VollzeitThis is an exciting opportunity for you to join a dynamic, diverse team within the Swiss market of J.P Morgan's EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to...
-
Internship - CRM Digital Interface for “next
vor 4 Monaten
Genf, GE, Schweiz Lombard Odier & Cie VollzeitA career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...
-
Investment Counsellor
vor 5 Monaten
Genf, GE, Schweiz EFG International VollzeitAs a member of the LatAm Local Investment Advisory team, you will be responsible for the advice of investment solutions to clients and prospects, with the primary objective of partnering with Private Banking Client Relationship Officers (CRO) to offer appropriate investment solutions, both discretionary and advisory, and attracting/enhancing client...
-
International Private Bank, Executive Director
vor 2 Monaten
1204 Genf, GE, Schweiz JPMorganChase Vollzeit**JOB DESCRIPTION** This is an exciting opportunity for you to join a dynamic, diverse team within the Swiss market of J.P Morgan’s EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial...
-
Junior Auditor
vor 2 Monaten
Genf, GE, Schweiz EFG International Vollzeit**Our Company** EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice. EFG is committed to providing an equitable and inclusive working...