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CRM Assistant in Private Banking - (temporary assignment)

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CRM Assistant in Private Banking - (temporary assignment)
CRM Assistant in Private Banking - (temporary assignment)

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 Banking - (temporary assignment until December 2019
with an option on a permanent contract)LocationZurichFunction/Position objectivesAs Assistant Private Banking you will
support client relationship managers in their day-to-day tasks in the areas of trading, marketing and administration.
In addition, you will be responsible for opening accounts, prepare meetings and reviews as well as serve as direct
contact for clients.Responsibilities

- Daily contact with clients over the phone mainly in English
- Cash Management of client accounts
- Assistance and own projects within the Team to improve internal processes
- Account opening for private and institutional client
- Daily trading in equities, fixed income, foreign exchange and derivatives
- Execution of client payment orders
- Exexcution of special client requests in equity and fixed income
- Handling of all administrative tasks and issues (for example client letters or issues within the internal systems)
- Desk coverage in the absence of the CRM
- Preparation of client meetings and postprocessing after the meeting


- A minimum of 3 years experience in a similar role
- Strong customer service ethic
- Excellent organizational and interpersonal skills
- Good stakeholder management, teamwork, flexible and dynamic
- Fluent in English and German
- Profound IT-affinity, in particular MS Excel, MS Word, Avaloq would be a plus

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

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