CRM Assistant (Ref. 2572)

at  Bank J Safra Sarasin

Job Summary
Business unit
Private Banking / CRM
Location
Zurich, CH
Activity rate
100%
Publication date
02.07.2024
Reference
2572
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 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.
Your responsibilities
Partnering with CRMs to manage client relationships on a day-to-day basis
Trading in all main asset classes: FX, equities, fixed income, funds, commodities, structured products, HF, PE
Handling the daily management of cash and corporate actions
Preparing client meetings (portfolio reviews, documentation, etc.) and organizing CRM business trips
Supporting the CRM with compliance or client-related projects as and when required
Creating KYC files with the support of the CRM and managing the accounts opening and closing process
Other administrative tasks and ad-hoc requests
Your profile
Successfully completed bank apprenticeship and/or Bachelor in Banking and Finance
At least 5 years of professional experience in a front office support role
Interest in Financial Markets, knowledge and understanding of basic asset classes (equities, fixed income, FX, etc.) as well as trading experience across main asset classes
Solid knowledge of Microsoft tools as well as knowledge of Avaloq & Bloomberg
Detail oriented, reliable as well as attitude to work well under pressure
Excellent sense of responsibility, proactivity and strong customer service ethics
Fluency in French 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

Please refer the Job description for details