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
CRM External Asset Manager 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.
