CRM External Asset Manager

pAs 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.br/ /p h3Your Responsibilities /h3 ul liMaintain and develop existing EXAM relationships while driving new business /li liDevelop solutions and processes that meet the expectations and objectives of the EXAMs /li liProvide research and investment solutions /li liPromote services offered by the Bank /li liDeal with internal and external policies and compliance regulations FATCA, anti-money laundering (AML), MiFID, etc. /li liPrepare client meetings and events /li liRespond to clients enquiries by email or phone /li liControl, execute and monitor client's instructions (payments, stock exchange, change of static data, etc.) /li liMonitor credit lines and maturities of investments /li liMonitor administrative issues /li /ul h3Your Profile /h3 ul liUniversity degree in Finance /li li5 to 10 years of relevant work experience in Private Banking /li liExcellent Microsoft Office skills, knowledge in Avaloq is an advantage /li liAbility to weigh problems and set priorities /li liStrong work ethics, integrity and high level of accountability /li liAbility to work under pressure and work with various stakeholders /li liFluency in German and English, other languages are an advantage /li liEntrepreneurial spirit in a family owned bank /li liCentral city office locations across Switzerland /li liAbove average insurance coverage fully borne by the bank /li liContribution to health insurance and meal allowance /li liGlobal growth strategy and stable environment /li liCompetitive offering /li /ul h3About us /h3 pAs a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. /p pWe are successfully operating for more than 180 years across 30 locations worldwide and offer our employees the chance to be a part of our success. /p pOur employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit and the positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group. /p #J-18808-Ljbffr