Customer Service Specialist for Private Banking in Geneva
vor 20 Stunden
Bank J. Safra Sarasin AG is a leading sustainable private bank with over 180 years of experience operating across 30 locations worldwide.
We value our employees' unique technical expertise, professional qualifications, and social skills, which enables us to provide dynamic and personalized services in investment advisory and asset management for private and institutional clients.
Your RoleAs a Customer Service Specialist for Private Banking, you will support Client Relationship Managers in their day-to-day tasks, including administrative and commercial activities, cash and corporate actions, trade execution, client meetings, and business trips.
Your Responsibilities- Provide daily support to CRMs and the Desk Head in administrative and commercial activities.
- Manage cash and corporate actions on a daily basis.
- Execute trades in all major asset classes: FX, equities, fixed income, funds, commodities, structured products, options, HF, and PE.
- Prepare and organize client meetings, as well as business trips for CRMs.
- Support CRMs in compliance or customer-related projects, as required.
- Create KYC files with CRM's support and manage the account opening and closing process.
- Perform other administrative tasks and ad-hoc requests.
- Bachelor's degree in Finance/Economics or completed bank apprenticeship or similar banking education.
- At least 5 years' experience in a similar position.
- Solid knowledge of Microsoft tools; Avaloq is an advantage.
- Strong customer service ethics and excellent communication skills.
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