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.
Your Responsibilities
- 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 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
Your Profile
- 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
- 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
About us
As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients.
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 success.
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 and the positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group.
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CRM External Asset Manager in Basel Arbeitgeber: J Safra Sarasin Group
Die Bank J. Safra Sarasin in Basel bietet eine hervorragende Arbeitsumgebung für einen Cash & Securities Reconciliation Analysten. Mit einem starken Fokus auf Mitarbeiterentwicklung und einem unterstützenden Teamklima fördern wir eine Kultur der kontinuierlichen Verbesserung und Innovation. Unsere internationalen Perspektiven und die Möglichkeit, an bedeutenden Projekten mitzuwirken, machen uns zu einem attraktiven Arbeitgeber für alle, die eine sinnvolle und erfüllende Karriere im Bankwesen anstreben.
