Client Relationship Manager for External Asset Managers (Ref. 2562)
Your role
As a Client Relationship Manager for External Asset Managers at Bank J. Safra Sarasin you are responsible for servicing existing clients as well as acquiring and building up relationships with new EXAMs and Family Offices.
As well as provide permanent service to the Bank's EXAM team in Basel, its (EXAM) clients as well as the related managed end-clients.
Your responsibilities
- Serve EXAMs and their end-clients (such as trading, administration, opening of accounts, KYC etc.)
- Develop existing EXAMs' clients
- Acquire new EXAMs
- Advise EXAMs on trading, services and products of the bank
- Participate in the strategic development of bank's offering for EXAMs
Your profile
- Bachelor degree in Finance / Economics or completed bank apprenticeship or similar banking education
- 5 to 10 years’ years of practical experience in the field of finance
- Solid knowledge of Microsoft tools; Avaloq is an advantage
- Strong customer service ethics and excellent communication skills
- Hands on mentality, with the ability to work under pressure and meet tight deadlines
- Sense of responsibilities, dynamism, proactivity, and flexibility
- Fluent in English and German
Agencies, please note that only direct applications will be considered .
Please note that if you submit your application, Bank J. Safra Sarasin Ltd will process your personal data for the purpose of the hiring and employment process.
For further information, please read the Data Privacy Statement for applicants available on the Bank’s website here. By submitting your application, you then confirm your understanding and acceptance of the above.
Client Relationship Manager for External Asset Managers (Ref. 2562)
As a Client Relationship Manager for External Asset Managers at Bank J. Safra Sarasin you are responsible for servicing existing clients as well as acquiring and building up relationships with new EXAMs and Family Offices. For further information, please read the Data Privacy Statement for applicant...
REFS Key Account & Business Relationship Manager - Inklusiver Job 🦼 🦻 🦯
Als REFS-Vertreter auf Cluster-/Länderebene fungiert er als Touchpoint für Kunden standortübergreifend und innerhalb des Clusters/Landes und über alle REFS-Domänen hinweg, um ein tiefes Verständnis der Cluster-/Ländergeschäftsanforderungen zu sammeln und aufrechtzuerhalten und diese Anforderungen in...
Client Relationship Manager for Eastern Europe/Latin America/Middle East. Switzerland, Zug
Prior experience as a Relationship Manager or Investment Advisor in the relevant regions within banks or external asset management companies. Our client, an independent Swiss Asset Management Company with FINMA license based in the canton Zug, is looking to onboard a few CRMs to cover various region...
Executive Assistant
Executive Assistant (m/w/d) 80-100%. ...
Job in Deutschland: Account Manager (w/m/d) - für den Bereich Personalberater / Personaldienstleister
Ob mit unseren Jobbörsen oder als Technologiepartner für namhafte Verlage in Deutschland und Österreich: stellenanzeigen.Anbieter im Bereich Online-Recruiting.Unsere motivierten Teams sorgen mit ihrem Know-how und viel Freude am Gestalten dafür, dass wir den Vorsprung auf den Mitbewerb weiter ausbau...
Key Account Manager/in 100 %
Key Account Manager (m/w/d) 100%. Umsatz- und Kundenverantwortung mit Fokus auf Key Accounts. Ausbau, Steuerung, Bindung und Weiterentwicklung bestehender Key Accounts. Erfahrung im mehrstufigen Vertrieb sowie im Projektgeschäft und in der Key Account-Betreuung. ...
Assistant Front Office Manager (d/w/m)
Gemeinsam mit dem Front Office Manager führst du das Front Office & Night Audit Team an und hast für gute Stimmung gesorgt. Du übernimmst auch gerne mal Projekte und unterstützt den Front Office Manager darin. Lust bei uns als Assistant Front Office Manager (d/w/m) zu arbeiten? Dann freuen wir u...
It Business Analyst
Around five years' business analyst experience of which at least 2 years should be supporting business applications in a banking environment. We are looking for a team player who is able to take initiative and has solid Business Analyst experience in a banking environment. Translate business require...
BASEL OFFICE - Business Solutions IT Product Manager - Property Management
Proven experience as an IT Product / Business Solutions Manager / ERP / Hotel System implementation or in a similar role. As a Business Solutions Manager, you will oversee the development and implementation of effective business solutions/ERP systems to meet our organization's supply chain needs. Pr...
Account Manager DACH FMCG Consumer Insight
Account Manager DACH FMCG Consumer Insight. It is an exceptional opportunity to join this company! They are urgently looking for an ambitious Account Manager DACH with FMCG Consumer Insight and Market Research experience. As a quota carrying Account Manager covering the German speaking market, you w...