CRM Assistant

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.

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

• University degree in Finance or completed apprenticeship or similar banking education
• 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 analytical and problem solving skills
• Excellent interpersonal skills and ability to work with various stakeholders
• Strong work ethics, integrity and high level of accountability
• Fluency in English and German

• 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