External Asset Manager Liaison

Vor 5 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 play a crucial part in the success of our External Asset Manager team. Your responsibilities will include servicing existing clients, acquiring and building relationships with new External Asset Managers, and providing permanent service to the Bank's EXAM team in Basel and its clients.


Your Key Responsibilities



  • Serve External Asset Managers and their end-clients, ensuring seamless trading, administration, and account opening experiences.
  • Develop existing External Asset Managers' clients, identifying opportunities for growth and expansion.
  • Acquire new External Asset Managers, fostering strong relationships and driving business development.
  • Provide expert advice on trading, services, and products to External Asset Managers, ensuring they have the knowledge needed to succeed.
  • Participate in the strategic development of the bank's offering for External Asset Managers, driving innovation and excellence.

Your Profile



  • Bachelor's degree in Finance, Economics, or completed bank apprenticeship or similar banking education.
  • 5-10 years of experience in finance, with a strong track record of success.
  • Solid knowledge of Microsoft tools, with Avaloq being an advantage.
  • Strong customer service ethics, excellent communication skills, and a hands-on mentality.
  • Fluency in English and German, with the ability to work in a dynamic and fast-paced environment.

Please note that only direct applications will be considered. By submitting your application, you confirm your understanding and acceptance of the Bank's Data Privacy Statement for applicants, available on our website.



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