CRM Assistant in Private Banking Switzerland (Ref. 2417)

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

Your role

As a CRM Assistant in Private Banking you will support the Client Relationship Managers in their day-to-day tasks in the areas of trading, marketing, and administration. You will be a key element of the Swiss team in our Geneva office. 

Your responsibilities

• Provide day-to-day support to CRMs and to the Desk Head in administrative and commercial activities
• Daily management of cash and corporate actions
• Execute trades in all major asset classes: FX, equities, fixed income, funds, commodities, structured products, options, HF, and PE
• Prepare and organize client meetings, as well as organize business trips for CRMs
• Support CRMs for compliance or customer-related projects, as required
• Create KYC files with CRM's support and manage the account opening and closing process
• Other administrative tasks, and ad-hoc requests

Your profile

• Bachelor degree in Finance/Economics or completed bank apprenticeship or similar banking education 
• At least 5 years' experience in a similar position
• Solid knowledge of Microsoft tools; Avaloq is an advantage 
• Strong customer service ethics and excellent communication skills
• Hands on mentality, with the ability to work under pressure and meet tight deadlines
• Sense of responsibilities, dynamism, proactivity, and flexibility
• Fluent in English and French (other languages an asset), good communication skills

Agencies, please note that only direct applications will be considered.

Please note that if you submit your application, Bank J. Safra Sarasin Ltd will process your personal data for the purpose of the hiring and employment process. For further information, please read the Data Privacy Statement for applicants available on the Bank's website here . By submitting your application, you then confirm your understanding and acceptance of the above.