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CRM Assistant in Private Banking

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CRM Assistant in Private Banking
CRM Assistant in Private Banking

Bank J. Safra Sarasin Ltd is a leading sustainable private bank, offering all the advantages of the Swiss banking
environment together with dynamic and personalised advisory services focusing on opportunities in international
financial markets. The Bank provides a high level of services and expertise when acting as investment advisor and asset
manager for private and institutional clients. Financial strength, excellent client services and outstanding quality
are therefore key elements of its corporate philosophy.J. Safra Sarasins most valuable capital is its employees. They
are essential to the success of the organisation, now and in the future. Their technical expertise, professional
qualifications and social skills are highly valued by the Groups clients, management and business partners. The
success of J. Safra Sarasin depends on the enthusiasm and commitment of every one of its employees worldwide.DivisionPB
& Institutional ClientsFunction/PositionCRM Assistant in Private BankingLocationGenevaFunction/Position
objectivesProvide direct assistance to the CRM in his day-to-day work tasks in a dynamic and international environment
for trading, marketing and administrative tasks. The CRM assistant is responsible for ensuring a high-end banking
service to the UHNW/HNW clients.Responsibilities

- Partnering with the CRM to manage client relationships on a day-to-day basis
- Handling the daily management of cash and corporate actions
- Trading in all main asset classes: FX, equities, fixed income, funds, commodities, structured products, HF, PE
- Preparing client meetings (portfolio reviews, documentation) 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


- University degree
- Min. 2 years experience in a similar position
- Fluent in English and French (other languages an asset), good communication skills
- Strong customer service ethics
- Aptitude to work under pressure and to meet tight deadlines
- Solid knowledge of Microsoft tools, and Avaloq (optional)
- Sense of responsibilities, dynamism, proactrivity and flexibility
- Excellent presentation
- Interest in Financial Markets, knowledge and understanding of basic asset classes (equities, fixed income, FX)

Activity rate100%Please send your application to:Only direct applications will be considered.

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