CRM Assistant Booking Center International

J. Safra Sarasin; Genf; On-site; CHF 70,000 - 100,000; Full time

Benefits offered by this job

Family-owned bank

Central city offices

Comprehensive insurance

Health insurance contribution

Meal allowance

Global growth strategy

Competitive offering

Job summary

Bank J. Safra Sarasin is seeking a CRM Assistant Booking Center International in Geneva. You will support Client Relationship Managers in day-to-day operations, handle payments and KYT tasks, and ensure transactions comply with laws and bank policies.

You will prepare account opening forms, execute trades, manage corporate actions, and follow up on KYC/KYT and tax-related requirements with various stakeholders. English fluency is required.

Qualifications

• University degree in Finance.
• Private Banking experience preferred.
• Excellent MS Office; Avaloq knowledge a plus.
• Ability to weigh problems and set priorities.
• High integrity and accountability.
• Ability to work under pressure with multiple stakeholders.
• Fluency in English; other languages advantageous.

Responsibilities

• Support Client Relationship Managers for direct and offshore clients.
• Handle payments, transfers, deposits and KYT issues; follow up on processing.
• Ensure transactions comply with laws, regulations and bank policies.
• Prepare account opening forms and follow up on shared accounts.
• Execute trading orders; input trades; ensure regulatory compliance.
• Manage corporate actions and process confirmations and references.
• Coordinate KYC/KYT, Fatca, Tax Compliance and risk changes.

Skills

MS Office

Avaloq

Prioritization

Stakeholder management

English fluency

Education

Finance degree

Tools

Avaloq

Job description

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