Beschreibung

# CRM Assistant External Assets Managers #

* Geneva, CH
* Full-time
* Unlimited

### Your Role ###

As CRM Assistant External Assets Managers 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 ###

* Provide day-to-day support in administrative and commercial activities
* Manage retrocessions and related commissions
* Account openings, closings and other documentations
* Deal with internal and external policies and compliance regulations FATCA, anti-money laundering (AML), MiFID, etc.
* Prepare client meetings
* Respond to clients enquiries by email or phone
* Control, execute and monitor client's instructions (payments, stock exchange, FX, change of static data, etc.)
* Monitor credit lines and maturities of investments
* Monitor administrative issues

### Your Profile ###

* University degree in Finance
* First relevant work experience in Private Banking / External Assets Managers
* Excellent Microsoft Office skills, knowledge in Avaloq is an advantage
* Ability to weigh problems and set priorities
* Excellent organizational skills and work independently (even under pressure)
* Strong team spirit and interpersonal skills
* Strong work ethics, flexibility, integrity and high level of accountability
* Fluency in French and 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