Crm Assistant In Private Banking Switzerland

vor 3 Wochen


Genf, Genf, Schweiz Bank J. Safra Sarasin AG Vollzeit
About Us

As a leading sustainable private bank, we offer 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, who bring unique technical expertise, professional qualifications, and social skills to the table.

We have a rich history of over 180 years, operating across 30 locations worldwide. Our employees are our most valuable asset, and we're proud of our unique culture that fosters entrepreneurship and teamwork. We're looking for talented individuals to join our international team and contribute to our continued success.

Your Role

As a CRM Assistant in Private Banking, you'll provide essential support to Client Relationship Managers in their day-to-day tasks, including 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
  • Offer 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, HF, and PE
  • 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
Your Profile
  • Bachelor's degree in Finance or Economics, or completed bank apprenticeship or similar banking education
  • At least 5 years' experience in a similar position
  • Strong knowledge of Microsoft tools, with Avaloq being an advantage
  • Excellent customer service ethics and 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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