CRM Assistant (Ref. 2572)
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.
As CRM Assistant at Bank J. Safra Sarasin you will be partnering with CRMs in their day-to-day work tasks and are responsible for ensuring a high-end banking service.
- Support the team with administrative tasks
- Partner with CRMs to manage overall day-to-day business
- Responding to customer enquiries by email or telephone
- Perform account openings, closings and other documentations
- Prepare client meetings and sometimes events
- Monitor client portfolios, handle client orders in the absence of CRMs, handle asset maturities and corporate actions
- Deal with internal and external policies and compliance regulations including FATCA, anti-money laundering (AML), MiFID, etc.
- Completed apprenticeship in the banking sector
- 2 years of practical experience as an Assistant in Private Banking
- Excellent Microsoft Office skills; knowledge in Avaloq is an advantage
- Strong analytical and problem solving skills as well as ability to weight problems and set priorities
- Strong work ethics, integrity and high level of accountability
- Organizational skills as well as ability to work under pressure
- Fluency in German and English
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.
