Asset Manager Client Service Representative

Vor 7 Tagen


Basel, Basel-Stadt, Schweiz J Safra Sarasin Vollzeit

Your Role

As a Client Relationship Manager for External Asset Managers at Bank J. Safra Sarasin, you will be responsible for delivering exceptional service to existing clients, as well as identifying and developing new business opportunities with External Asset Managers and Family Offices. You will also provide ongoing support to the Bank's External Asset Manager team in Basel, its clients, and the related managed end-clients.

Your Responsibilities

  • Servicing External Asset Managers and their end-clients, including trading, administration, account opening, and Know Your Customer (KYC) procedures.
  • Developing and maintaining strong relationships with existing External Asset Managers' clients.
  • Identifying and acquiring new External Asset Managers to expand the Bank's client base.
  • Providing expert advice to External Asset Managers on the Bank's trading, services, and product offerings.
  • Contributing to the strategic development of the Bank's External Asset Manager business.

Your Profile

  • Bachelor's degree in Finance, Economics, or a related field, or equivalent banking education.
  • 5-10 years of experience in the finance industry, with a strong understanding of financial products and services.
  • Proficiency in Microsoft tools, with experience in Avaloq being an advantage.
  • Excellent customer service skills and strong communication abilities.
  • Ability to work in a fast-paced environment, meet deadlines, and demonstrate a hands-on approach.
  • Strong sense of responsibility, dynamism, proactivity, and flexibility.
  • Fluency in English and German.

Important Note

Only direct applications will be considered. By submitting your application, you confirm your understanding and acceptance of the Bank's data privacy statement, which can be found on the Bank's website.



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