CRM Assistant Private Banking

• Geneva, CH
• Full-time
• Unlimited

Your Role

As CRM Assistant Private Banking at Bank J. Safra Sarasin you are an integral support partner to our Client Relationship Managers (CRMs) in managing the overall day-to-day business operations and provide client-centric experiences through efficient administrative, operational and compliance-related tasks.

Your Responsibilities

• Assist an international team (5 CRMs) in their daily business, including:
• Daily management and monitoring of the client-s accounts: fiduciary deposits, overdraft, payment support, e-banking access, credit cards support
• Execution of client-s orders (equity, bonds, FX), funds subscription
• Client-s communication and reporting (account statements, performance, order and payment confirmation)
• Discretionary mandate implementation and monitoring
• KYC periodic review, forms renewal and CRM-s support with internal departments (central file, compliance, etc.) in particular for high risk clients
• Prepare and follow-up internally on the accounts opening journey (individual, corporate, complex structures)
• Participate in the marketing effort and follow-up of investment solutions and product ideas in support of CRMs (SPS, trading, Edge Lab, etc.)

Your Profile

• University degree in Finance
• First relevant work experience in Private Banking
• Excellent Microsoft Office skills, knowledge in Avaloq is an advantage
• Ability to weigh problems and set priorities
• Strong work ethic, integrity and high level of accountability
• Ability to work under pressure and work with various stakeholders
• Fluency in English and French, other languages are an advantage

Your Benefits

• Entrepreneurial spirit in a family owned bank
• Central city office locations across Switzerland
• Above average insurance coverage fully borne by the bank
• Contribution to health insurance and meal allowance
• Global growth strategy and stable environment
• Competitive offering