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Junior CRM/Assistant Relationship Manager Private Banking - Team Benelux (Ref. 1868)

Bank J. Safra Sarasin AG
zürich
3W
  • 07.09.2022
  • 100%
  • Fachverantwortung
  • Festanstellung

Junior CRM/Assistant Relationship Manager Private Banking - Team Benelux (Ref. 1868)


Junior CRM/Assistant Relationship Manager Private Banking - Team Benelux (Ref. 1868)

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 Sarasin's 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 Group's clients, management and business partners. The success of J. Safra Sarasin depends on the enthusiasm and commitment of every one of its employees worldwide.

Division

Private Banking & External Asset Managers

Function/Position

Junior CRM/Assistant Relationship Manager Private Banking - Team Benelux (Ref. 1868)

Location

Zürich, CH

Function/Position objectives

As a Junior CRM/Assistant Relationship Manager you support the Client Relationship Manager in overall day to day tasks. In addition you are responsible for monitoring the investment portfolios, creating investment ideas and producing investment proposals,  account openings, other documentations as well as preparing client meetings, client reviews, handling risk management, issue management and direct point of contact for clients.

Responsibilities

  • Support the CRM in administrative and commercial activities
  • Monitor client portfolios, create investment ideas and generate investment proposals
  • Prepare client meetings and reviews
  • Administrative tasks in client openings and other documentations ans issue management
  • Risk management
  • Credit monitoring
  • Direct point of contact for clients

Profiles

  • Bachelor/Associate degree in Finance/Economics or completed bank apprenticeship or similar banking education
  • Several years of relevant professional experience in the banking and asset management sector
  • Strong affinity with investments
  • Excellent organizational and interpersonal skills
  • Profound IT-affinity, in particular MS Excel, MS Word, Avaloq are a plus
  • Reliable, capable of working independently, self starter and systematically meeting deadlines
  • Fluent in Dutch and English, German and French are a plus