Private Banking Customer Service Expert

Vor 3 Tagen


Genf, Genf, Schweiz Bank J. Safra Sarasin AG Vollzeit
About Us

We are a leading sustainable private bank operating for over 180 years across 30 locations worldwide. Our success depends on the enthusiasm and commitment of our employees, who bring unique technical expertise, professional qualifications, and social skills to the table.

We value each individual and foster a culture that encourages entrepreneurship and teamwork. Our employees are proud to be part of our international team and contribute to the next chapter of the J. Safra Sarasin Group.

Your Role

As a CRM Assistant in Private Banking, you will support Client Relationship Managers in their day-to-day tasks, focusing on trading, marketing, and administration. You will be an integral part of the Swiss team in our Geneva office.

Your Responsibilities
  • Provide administrative and commercial support to CRMs and the Desk Head on a daily basis
  • Manage cash and corporate actions efficiently
  • Execute trades in various asset classes, including FX, equities, fixed income, funds, commodities, structured products, options, hedge funds, and private equity
  • Organize client meetings and business trips for CRMs
  • Support CRMs with compliance or customer-related projects as required
  • Create KYC files in collaboration with CRMs and manage account openings and closures
  • Perform other administrative tasks and handle ad-hoc requests
Your Profile
  • Bachelor's degree in Finance or Economics or completed bank apprenticeship
  • 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
  • Hands-on mentality with the ability to work under pressure and meet tight deadlines
  • Sense of responsibility, dynamism, proactivity, and flexibility
  • Fluent in English and French (other languages an asset), good communication skills

Direct applications only will be considered.



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