ph3CRM External Asset Manager /h3 h3Your Role /h3 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. /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 /liliMonitor 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 /ul h3Your Benefits /h3 ul 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 success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.br/We are successfully operating for more than 180 years across 30 locations worldwide and offer our employees the chance to be a part of our employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit andthe positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group. jid9988d15ob jit0939ob jiy26ob /p /p #J-18808-Ljbffr
CRM External Asset Manager Arbeitgeber: Bank J. Safra Sarasin
Als Arbeitgeber im Bereich der digitalen Integration bietet MSC nicht nur ein dynamisches Arbeitsumfeld, sondern auch zahlreiche Möglichkeiten zur beruflichen Weiterentwicklung. Unsere Unternehmenskultur fördert Teamarbeit und Innovation, während wir gleichzeitig Wert auf eine ausgewogene Work-Life-Balance legen. Mit einem internationalen Team und der Möglichkeit, in einem schnelllebigen Sektor zu arbeiten, sind wir stolz darauf, unseren Mitarbeitern eine sinnvolle und bereichernde Karriere zu bieten.
