Client Relationship Manager for External Asset Managers

Vor 3 Tagen


Basel, Schweiz J Safra Sarasin Vollzeit

Your role

As a Client Relationship Manager for External Asset Managers at Bank J. Safra Sarasin you are responsible for servicing existing clients as well as acquiring and building up relationships with new EXAMs and Family Offices. As well as provide permanent service to the Bank's EXAM team in Basel, its (EXAM) clients as well as the related managed end-clients.

Your responsibilities

Serve EXAMs and their end-clients (such as trading, administration, opening of accounts, KYC etc.) Develop existing EXAMs' clients Acquire new EXAMs Advise EXAMs on trading, services and products of the bank Participate in the strategic development of bank's offering for EXAMs

Your profile

Bachelor degree in Finance/Economics or completed bank apprenticeship or similar banking education  5 to 10 years’ years of practical experience in the field of finance Solid knowledge of Microsoft tools; Avaloq is 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 responsibilities, 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 here. By submitting your application, you then confirm your understanding and acceptance of the above.



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