CRM Assistant in Private Banking Europe

vor 2 Wochen

Genf GE, Schweiz Bank J. Safra Sarasin Vollzeit

Job Summary
Business unit
Private Banking / CRM
Location
Geneva, CH
Activity rate
100%
Publication date
04.10.2024
Reference
2693
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 and we value each person with their unique technical expertise, professional qualifications and social skills.
We are successfully operating for more than 180 years across 27 locations worldwide and offer our employees the chance to be a part of our success. Our employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit and the positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group.
Your role
As CRM Assistant in Private Banking Europe & Israel at Bank J. Safra Sarasin you are a solution oriented and proactive individual who will support the Client Relationship Managers in their day-to-day tasks in the areas of trading and administration, and provide high level service to the Bank's clients.

**Responsibilities**:
Provide day-to-day support to CRMs in administrative and commercial activities
Account openings, closings and other documentations
Daily management of cash and corporate actions
Prepare and organize client meetings, events and business trips for CRMs
Dealing with internal and external policies and compliance regulations including FATCA, anti-money laundering (AML), MiFID, etc.
Other administrative tasks and ad-hoc requests
**Profile**:
Completed apprenticeship and/or Bachelor degree in Finance / Economics
5 years of practical experience in the field of banking, industry specific knowledge is required
Excellent Microsoft Office skills, knowledge in Avaloq is an advantage
Ability to weigh problems and set priorities as well as trong analytical and problem solving skills
Ability to work with various stakeholder and excellent interpersonal skills
Capability to work independently
Excellent communication and presentation skills
Fluency in English and French

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