Customer Relationship Management Specialist

vor 4 Wochen

Zürich, Zürich, Schweiz Jobcloud Vollzeit
About Us

We are a leading sustainable private bank that offers 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 been successfully operating for over 180 years across 30 locations worldwide, providing our employees with the opportunity to be part of our success. Our employees are our most valuable asset, and we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit and positive attitude.

Your Role

As a CRM Assistant in our Team Eastern Europe and Germany, you will actively contribute to the Bank's purpose-driven growth with a lasting influence in the vibrant Eastern European Markets. You will provide high-end supporting services to our experienced Client Relationship Managers (CRM).

Your Responsibilities
  • Assist customers with queries and resolve corresponding requests
  • Handle deposits, transfers, and check processing
  • Ensure customer transactions and interactions adhere to legal and regulatory requirements as well as bank policies
  • Prepare account openings, including processing them internally
  • Execute trading orders, such as Stock Exchange and FX Trades
Your Profile
  • Completed apprenticeship as Banking Commercialist or higher education in Business Administration
  • 3 years of practical experience in Private Banking/Wealth Management
  • Industry-specific knowledge required
  • Excellent Microsoft Office skills; experience with operating systems like Avaloq is an advantage
  • Ability to weigh problems and set priorities, with strong analytical and problem-solving skills
  • Hands-on mentality, with the ability to work independently
  • Excellent interpersonal and organizational skills
  • Fluency in English and German; any Eastern European language is a plus

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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