Customer Relationship Management Specialist for Eastern Europe and Germany

Vor 2 Tagen


Zürich, Zürich, Schweiz Jobcloud Vollzeit
About Us

At Bank J. Safra Sarasin, we're a leading sustainable private bank that offers personalized services in investment advisory and asset management to private and institutional clients worldwide.

We've been successfully operating for over 180 years across 30 locations globally, fostering a unique culture that empowers entrepreneurship and teamwork. Our employees are our most valuable assets, and we pride ourselves on being part of our employees' success.

Your Role

As a CRM Assistant in our Team Eastern Europe and Germany, you'll contribute significantly to the Bank's purpose-driven growth by providing high-end supporting services to experienced Client Relationship Managers (CRM).

Key Responsibilities
  • You'll assist customers with queries and resolve corresponding requests professionally.
  • You'll handle deposits, transfers, and check processing efficiently.
  • You'll ensure customer transactions adhere to legal & regulatory requirements as well as bank policies.
  • You'll prepare account openings, including internal processing.
  • You'll execute trading orders, such as Stock Exchange- and FX Trades.
Requirements
  • You'll have completed an apprenticeship as a Banking Commercialist or higher education in Business Administration.
  • 3 years of practical experience in Private Banking / Wealth Management is required.
  • Industry-specific knowledge is necessary.
  • Excellent Microsoft Office skills and experience with operating systems like Avaloq are advantageous.
  • You'll be able to weigh problems and set priorities effectively.
  • You'll possess strong analytical and problem-solving skills.
  • You'll work independently with a hands-on mentality.
  • Excellent interpersonal and organizational skills are essential.
  • Fluency in English and German; any Eastern European Language is a plus.

Salary: €50,000 - €60,000 per year (dependent on experience)

Please note that direct applications will be considered only. Additionally, if you submit your application, Bank J. Safra Sarasin Ltd will process your personal data for the hiring and employment process. For further information, please read the Data Privacy Statement for applicants available on the Bank's website.



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