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As a Client Relationship Manager (CRM) within the External Asset Manager Business Unit at Bank J. Safra Sarasin, you play a key role in maintaining and developing existing External Asset Manager (EXAM) relationships in Basel and provide high-level service to the Bank’s clients.
Tasks
- Maintain and develop existing EXAM relationships while driving new business
- Develop solutions and processes that meet the expectations and objectives of the EXAMs
- Provide research and investment solutions
- Promote services offered by the Bank
- Deal with internal and external policies and compliance regulations such as 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
Requirements
- University degree in Finance
- 5 to 10 years of 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 German and English, other languages are an advantage
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
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Über uns
Bank J. Safra Sarasin AG ist eine Schweizer Privatbank mit Hauptsitz in Basel. Das Unternehmen bietet Private Banking, Anlageberatung, Vermögensverwaltung, Asset Management, Finanzplanung und weitere Bankdienstleistungen für private und institutionelle Kunden an. J. Safra Sarasin ist international tätig und betreut Kunden über Standorte in Europa, Asien, dem Nahen Osten, Lateinamerika und der Karibik. Der Fokus liegt auf langfristiger Vermögensverwaltung, nachhaltigen Anlagelösungen und persönlicher Beratung.
Das Team
Join an international team with a unique culture that fosters entrepreneurship, high team spirit, and a positive attitude.