Your Role As CRM Assistant in Private Banking South Eastern Europe at Bank J. Safra Sarasin, you play a key role in supporting the Client Relationship Managers in Zurich in their day‑to‑day tasks and provide high level service to the Bank’s clients.
Your Responsibilities
Provide day‑to‑day support to CRMs in business activities
Daily management and monitoring of the client’s accounts: fiduciary deposits, overdraft, payment support, e‑banking access, credit card support
Prepare the daily, weekly, monthly reports as per guidance received from CRMs
Assist CRMs with regular processes such as account openings, KYC periodic review, internal client reviews, etc.
Client interaction for transaction processing
Dealing with internal and external policies and compliance regulations including FATCA, anti-money laundering (AML), MiFID, etc.
Other administrative tasks and ad‑hoc requests
Your Profile
University degree in Finance or completed Banking education
First relevant work experience in Private Banking
Excellent Microsoft Office skills, knowledge in Avaloq is an advantage
Ability to weigh problems and set priorities, excellent organizational skills
Strong work ethics, integrity and high level of accountability
Ability to work with various stakeholders
Excellent interpersonal, communication and presentation skills
Fluency in English and Turkish; other languages are an advantage
Your Benefits
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
#J-18808-Ljbffr
Your Responsibilities
Provide day‑to‑day support to CRMs in business activities
Daily management and monitoring of the client’s accounts: fiduciary deposits, overdraft, payment support, e‑banking access, credit card support
Prepare the daily, weekly, monthly reports as per guidance received from CRMs
Assist CRMs with regular processes such as account openings, KYC periodic review, internal client reviews, etc.
Client interaction for transaction processing
Dealing with internal and external policies and compliance regulations including FATCA, anti-money laundering (AML), MiFID, etc.
Other administrative tasks and ad‑hoc requests
Your Profile
University degree in Finance or completed Banking education
First relevant work experience in Private Banking
Excellent Microsoft Office skills, knowledge in Avaloq is an advantage
Ability to weigh problems and set priorities, excellent organizational skills
Strong work ethics, integrity and high level of accountability
Ability to work with various stakeholders
Excellent interpersonal, communication and presentation skills
Fluency in English and Turkish; other languages are an advantage
Your Benefits
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
#J-18808-Ljbffr
CRM Assistant Private Banking South Eastern Europe Arbeitgeber: J. Safra Sarasin
Als Investment Solution Advisor in einer familiengeführten Bank profitieren Sie von einem unternehmerischen Geist und einer stabilen Umgebung. Unsere zentral gelegenen Büros in der Schweiz bieten nicht nur überdurchschnittliche Versicherungsleistungen, die vollständig von der Bank getragen werden, sondern auch eine hervorragende Möglichkeit zur beruflichen Weiterentwicklung in einem dynamischen Team. Hier haben Sie die Chance, Ihre Fähigkeiten in der Portfolioanalyse zu vertiefen und maßgeschneiderte Lösungen für unsere Kunden zu entwickeln, während Sie in einem vertrauensvollen und unterstützenden Arbeitsumfeld tätig sind.
