Crm Assistant In Private Banking Switzerland
Vor 6 Tagen
As a leading private bank, we offer personalized services in investment advisory and asset management for private and institutional clients. 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 have a strong presence across 30 locations worldwide, with a rich history spanning over 180 years. Our employees are our most valuable asset, and we foster a culture that encourages entrepreneurship and teamwork. We're proud of our unique approach, which fuels a high team spirit and positive attitude among our employees.
Your RoleAs a CRM Assistant in Private Banking, you'll provide day-to-day support to Client Relationship Managers in areas like trading, marketing, and administration. You'll be a key member of our Swiss team in Geneva, working closely with our Desk Head and CRMs.
Your Responsibilities- Provide administrative and commercial support to CRMs and the Desk Head
- Manage cash and corporate actions on a daily basis
- Execute trades in various asset classes, including FX, equities, fixed income, funds, commodities, structured products, options, and more
- Organize client meetings and business trips for CRMs
- Support CRMs with compliance or customer-related projects as needed
- Create KYC files with CRM support and manage account opening and closing processes
- Perform other administrative tasks and ad-hoc requests
- Bachelor's degree in Finance or Economics, or completed bank apprenticeship or similar banking education
- At least 5 years' experience in a similar position
- Solid knowledge of Microsoft tools, with Avaloq being 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, with good communication skills
Agencies, please note that only direct applications will be considered.
Please note that if you submit 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. By submitting your application, you confirm your understanding and acceptance of the above.
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