Beschreibung

# CRM Assistant Private Banking #

* Geneva, CH
* Full-time
* Unlimited

### Your Role ###

As CRM Assistant Private Banking 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 ###

* Assist an international team (5 CRMs) in their daily business, including:
* Daily management and monitoring of the client-s accounts: fiduciary deposits, overdraft, payment support, e-banking access, credit cards support
* Execution of client-s orders (equity, bonds, FX), funds subscription
* Client-s communication and reporting (account statements, performance, order and payment confirmation)
* Discretionary mandate implementation and monitoring
* KYC periodic review, forms renewal and CRM-s support with internal departments (central file, compliance, etc.) in particular for high risk clients
* Prepare and follow-up internally on the accounts opening journey (individual, corporate, complex structures)
* Participate in the marketing effort and follow-up of investment solutions and product ideas in support of CRMs (SPS, trading, Edge Lab, etc.)

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