CRM External Asset Manager

Bank J. Safra Sarasin; Basel; Vor Ort; CHF 120.000 - 190.000; Vollzeit

Zusammenfassung

Bank J. Safra Sarasin is seeking a Client Relationship Manager (CRM) to support the External Asset Manager (EXAM) business in Basel. You will maintain and expand existing EXAM relationships and provide high-level service to clients.

Responsibilities include driving new business, developing processes, and handling inquiries while ensuring compliance with FATCA, AML, and MiFID policies. Strong German and English skills are essential, with Avaloq knowledge a plus.

Qualifikationen

• 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.

Aufgaben

• 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

Kenntnisse

German language fluency

English language fluency

Prioritization

Stakeholder management

Accountability

Ausbildung

University degree in Finance

Tools

Microsoft Office

Avaloq

Jobbeschreibung

CRM External Asset Manager

Your Role

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

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. jid9988d15ob jit0939ob jiy26ob