CRM Assistant (Ref. 2572)
Your role
As CRM Assistant at Bank J. Safra Sarasin you will be partnering with CRMs in their day-to-day work tasks and are responsible for ensuring a high-end banking service.
Your responsibilities
- Support the team with administrative tasks
- Partner with CRMs to manage overall day-to-day business
- Responding to customer enquiries by email or telephone
- Perform account openings, closings and other documentations
- Prepare client meetings and sometimes events
- Monitor client portfolios, handle client orders in the absence of CRMs, handle asset maturities and corporate actions
- Deal with internal and external policies and compliance regulations including FATCA, anti-money laundering (AML), MiFID, etc.
Your profile
- Completed apprenticeship in the banking sector
- 2 years of practical experience as an Assistant in Private Banking
- Excellent Microsoft Office skills; knowledge in Avaloq is an advantage
- Strong analytical and problem solving skills as well as ability to weight problems and set priorities
- Strong work ethics, integrity and high level of accountability
- Organizational skills as well as ability to work under pressure
- Fluency in German and English
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.
CRM Assistant (Ref. 2572)
Safra Sarasin you will be partnering with CRMs in their day-to-day work tasks and are responsible for ensuring a high-end banking service. Partner with CRMs to manage overall day-to-day business. Monitor client portfolios, handle client orders in the absence of CRMs, handle asset maturities and corp...
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