CRM Assistant Booking Center International

Bank J. Safra Sarasin AG; Genf; On-site; CHF 80,000 - 110,000; Full time

Benefits offered by this job

Insurance coverage

Health insurance contribution

Meal allowance

Central city offices across Swiss

Global growth strategy

Competitive offering

Job summary

Bank J. Safra Sarasin AG in Switzerland seeks a CRM Assistant Booking Center International to support Client Relationship Managers in day-to-day operations and deliver client-centric experiences through efficient administrative, operational and compliance tasks.

You will assist direct and offshore booking center clients, handle payments and transfers, ensure regulatory compliance, and prepare account openings, trades, and letters while coordinating with multiple stakeholders.

Qualifications

• University degree in Finance.
• First relevant work experience in Private Banking.
• Excellent Microsoft Office skills; knowledge in Avaloq is an advantage.
• Ability to weigh problems and set priorities.
• Fluency in English; other languages are an advantage.

Responsibilities

• Assisting Client Relationship Managers for both direct and offshore booking center clients.
• Handling payments, transfers, deposits and KYT issues, follow up on their processing.
• Ensuring customer transactions and interactions, adhering to legal & regulatory requirements as well as bank policies.
• Preparing account opening forms including checking opening for shared business accounts and their follow up.
• Executing trading orders on all asset classes and inputting trades in our systems, making sure they are compliant with all regulations and suitability requirements.
• Corporate actions.
• Prepare confirmation letters and reference letters.
• Follow up with issues (KYC, KYT, Fatca, Tax Compliance, Risk category changes).

Skills

Priority setting

Work under pressure

Stakeholder collaboration

Integrity and accountability

Fluency in English

Education

University degree in Finance

Tools

Microsoft Office

Avaloq

Job description

CRM Assistant Booking Center International

Your Role

As CRM Assistant Booking Center International at Bank J. Safra Sarasin you are an integral support partner to our Client Relationship Managers (CRMs) in managing the overall day-to-day business operations and provide client-centric experiences through efficient administrative, operational and compliance-related tasks.

Your Responsibilities

• Assisting Client Relationship Managers for both direct and offshore booking center clients
• Handling payments, transfers, deposits and check related Know your Transaction (KYT) issues, follow up on their processing
• Ensuring customer transactions and interactions, adhering to legal & regulatory requirements as well as bank policies
• Preparing account opening forms including checking opening for shared business accounts and their follow up
• Executing trading orders on all asset classes and inputting trades in our systems, making sure they are compliant with all regulations and suitability requirements
• Corporate actions
• Prepare confirmation letters and reference letters
• Follow up with issues (KYC, KYT, Fatca, Tax Compliance, Risk category changes)

Your Profile

• University degree in Finance
• First 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 English, 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

About us

As 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.

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.

• Bank J. Safra Sarasin AG
  Elisabethenstrasse 62
  4051 Basel