Customer Relationship Manager Assistant
Vor 4 Tagen
We are a leading sustainable private bank, offering 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 have successfully operated for over 180 years across 30 locations worldwide and offer our employees the chance to be part of our success. Our employees are our most valuable asset, and 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.
Your RoleAs a CRM Assistant in our Team Eastern Europe and Germany at Bank J. Safra Sarasin, you will actively contribute to the bank's purpose-driven growth with a lasting influence in the vibrant Eastern European markets. You will provide high-end supporting services to our experienced Client Relationship Managers.
Your Responsibilities- Assist customers with queries and resolve corresponding requests.
- Handle deposits, transfers, and check processing.
- Ensure customer transactions and interactions adhere to legal and regulatory requirements as well as bank policies.
- Prepare account openings, including processing them internally.
- Execute trading orders such as Stock Exchange and FX trades.
- You have completed an apprenticeship as a Banking Commercialist or higher education in Business Administration.
- You have 3 years of practical experience in Private Banking or Wealth Management.
- You possess industry-specific knowledge.
- You have excellent Microsoft Office skills, and experience with operating systems like Avaloq is an advantage.
- You can weigh problems and set priorities, as well as possess strong analytical and problem-solving skills.
- You have a hands-on mentality and can work independently.
- You have excellent interpersonal and organizational skills.
- Fluency in English and German is required, and any Eastern European language is an asset.
Agencies, please note that only direct applications will be considered.
Please note that by submitting your application, Bank J. Safra Sarasin Ltd will process your personal data for the purpose of 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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