Client Relationship Manager for External Asset Managers
vor 2 Wochen
Your role
As a Client Relationship Manager for External Asset Managers at Bank J. Safra Sarasin, you will be responsible for servicing existing clients and acquiring new relationships with External Asset Managers and Family Offices. You will also provide permanent service to the Bank's EXAM team in Basel and its clients, as well as the related managed end-clients.
Your responsibilities
- Serve External Asset Managers and their end-clients, including trading, administration, account opening, and KYC.
- Develop existing External Asset Managers' clients and acquire new ones.
- Advise External Asset Managers on trading, services, and products offered by the bank.
- Participate in the strategic development of the bank's offering for External Asset Managers.
Your profile
- Bachelor's degree in Finance or Economics, or completed bank apprenticeship or similar banking education.
- 5-10 years of practical experience in finance.
- 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 German.
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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