CRM Assistant - International Booking Center (Private Banking)

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

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.