CRM External Asset Manager

J. Safra Sarasin Group; Basel; Vor Ort; CHF 90.000 - 150.000; Vollzeit

Benefits dieser Stelle

Insurance coverage

Meal allowance

Health insurance

Zusammenfassung

J. Safra Sarasin Group is seeking a Client Relationship Manager (CRM) for our External Asset Manager unit in Basel. You will maintain EXAM relationships and deliver high-level service to clients with a focus on private banking excellence.

The role requires strong problem solving, German and English fluency, and collaboration with internal teams. Candidates should have 5–10 years in private banking, a Finance degree, and solid MS Office skills; Avaloq knowledge is advantageous.

Qualifikationen

• University degree in Finance or equivalent is required.
• 5–10 years of experience in Private Banking or equivalent.
• Strong MS Office skills; Avaloq knowledge is a plus.
• Fluent in German and English; additional languages are an advantage.
• Demonstrates integrity, accountability and ability to work under pressure.

Aufgaben

• Maintain and develop EXAM relationships while driving new business.
• Develop solutions and processes that meet client expectations.
• Provide research and investment solutions to clients.
• Promote Bank services and ensure compliance with policies.
• Prepare client meetings and respond to inquiries by email/phone.
• Monitor client instructions and investment lines; monitor data changes.
• Coordinate with internal stakeholders across Basel locations.

Kenntnisse

German language

English language

Problem solving

Prioritization

Ausbildung

University degree in Finance

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.

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 and the positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group.