Banking Operations Assistant

vor 3 Wochen


Zürich, Zürich, Schweiz J Safra Sarasin Vollzeit

About the Role

As a CRM Assistant at J Safra Sarasin, you will be partnering with Relationship Managers in their day-to-day work tasks and are responsible for ensuring a high-end banking service.

Your Key Responsibilities

  • Support the team with administrative tasks, including data entry and record-keeping.
  • Partner with Relationship Managers to manage overall day-to-day business, including client onboarding and account management.
  • Provide exceptional customer service by responding to client inquiries and resolving issues in a timely and professional manner.
  • Perform account openings, closings, and other documentation, ensuring accuracy and compliance with regulatory requirements.
  • Prepare client meetings and events, including coordinating logistics and ensuring a seamless experience.
  • Monitor client portfolios, handle client orders, and manage asset maturities and corporate actions.
  • Ensure compliance with internal and external policies and regulations, including anti-money laundering (AML) and know-your-customer (KYC) requirements.

About You

  • You have completed an apprenticeship in the banking sector and have 2 years of practical experience as an Assistant in Private Banking.
  • You possess excellent Microsoft Office skills and knowledge of Avaloq is an advantage.
  • You have strong analytical and problem-solving skills, with the ability to weigh problems and set priorities.
  • You demonstrate strong work ethics, integrity, and a high level of accountability.
  • You have organizational skills and the ability to work under pressure.
  • You are fluent in German and English.

What We Offer

As a CRM Assistant at J Safra Sarasin, you will have the opportunity to work in a dynamic and fast-paced environment, with a focus on delivering exceptional customer service and ensuring a high-end banking experience.



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