CRM External Asset Manager

Bank J. Safra Sarasin AG; Basel; Vor Ort; CHF 120.000 - 160.000; Vollzeit

Benefits dieser Stelle

Above average insurance coverage fully

contribution to health insurance and a

meal allowance

Zusammenfassung

Bank J. Safra Sarasin AG in Basel seeks a Client Relationship Manager (CRM) within the External Asset Manager (EXAM) Business Unit to maintain and develop EXAM relationships and provide high‑level service to the bank’s clients.

You will work with internal and external policies, prepare client meetings, respond to inquiries, monitor client instructions, and collaborate with stakeholders to drive new business.

Qualifikationen

• University degree in Finance.
• 5–10 years of relevant experience in Private Banking.
• Excellent Microsoft Office skills; Avaloq knowledge 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 with various stakeholders.
• Fluency in German and English; other languages are an advantage.
• Entrepreneurial spirit in a family‑owned bank.

Aufgaben

• Maintain and develop existing EXAM relationships while driving new business.
• Develop solutions and processes that meet EXAMs’ expectations and objectives.
• Provide research and investment solutions.
• Promote services offered by the Bank.
• Comply with FATCA, AML, MiFID and other regulations.
• Prepare client meetings and events.
• Respond to clients’ inquiries by email or phone.
• Monitor and execute client instructions and data changes.
• Monitor credit lines and maturities of investments.
• Oversee administrative issues.

Kenntnisse

German fluency

English fluency

Prioritization

Working under pressure

Stakeholder management

Integrity and accountability

Entrepreneurial mindset

Ausbildung

Finance degree

Tools

Microsoft Office

Avaloq

Jobbeschreibung

As 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.

Your Responsibilities

• Maintain and develop existing EXAM relationships while driving new business
• Develop solutions and processes that meet the expectations and objectives of the EXAMs
• Provide research and investment solutions
• Promote services offered by the Bank
• Deal with internal and external policies and compliance regulations FATCA, anti-money laundering (AML), MiFID, etc.
• Prepare client meetings and events
• Respond to clients enquiries by email or phone
• Control, execute and monitor client's instructions (payments, stock exchange, change of static data, etc.)
• Monitor credit lines and maturities of investments
• Monitor administrative issues

Your Profile

• University degree in Finance
• 5 to 10 years of 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 German and English, other languages are an advantage
• 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 clients.Our 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 success.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.