Client Service Specialist for Asset Managers

vor 3 Wochen


Basel, Basel-Stadt, Schweiz J Safra Sarasin Vollzeit

Your Key Responsibilities

As a Client Relationship Manager for External Asset Managers at J Safra Sarasin, you will be responsible for servicing existing clients and acquiring new relationships with External Asset Managers and Family Offices.

Your Key Requirements

  • Serve External Asset Managers and their clients, providing trading, administration, and account opening services.
  • Develop existing client relationships and acquire new External Asset Managers.
  • Advise clients 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 banking education.
  • 5-10 years of experience in finance, with solid knowledge of Microsoft tools and Avaloq.
  • Strong customer service ethics, excellent communication skills, and hands-on mentality.
  • Fluent in English and German.

Agencies, please note that only direct applications will be considered.



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