Beschreibung

# CRM Assistant Booking Center International #

* Geneva, CH
* Full-time
* Unlimited

### Your Role ###

As CRM Assistant Booking Center International 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 ###

* Assisting Client Relationship Managers for both direct and offshore booking center clients
* Handling payments, transfers, deposits and check related Know your Transaction (KYT) issues, follow up on their processing
* Ensuring customer transactions and interactions, adhering to legal & regulatory requirements as well as bank policies
* Preparing account opening forms including checking opening for shared business accounts and their follow up
* Executing trading orders on all asset classes and inputting trades in our systems, making sure they are compliant with all regulations and suitability requirements
* Corporate actions
* Prepare confirmation letters and reference letters
* Follow up with issues (KYC, KYT, Fatca, Tax Compliance, Risk category changes)

### 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 ethics, integrity and high level of accountability
* Ability to work under pressure and work with various stakeholders
* Fluency in English, 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