CRM Assistant in Private Banking Europe & Israel (Ref. 2693)

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 27 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 CRM Assistant in Private Banking Europe & Israel at Bank J. Safra Sarasin you are a solution oriented and proactive individual who will support the Client Relationship Managers in their day-to-day tasks in the areas of trading and administration, and provide high level service to the Bank's clients. 

Your responsibilities

• Provide day-to-day support to CRMs in administrative and commercial activities
• Account openings, closings and other documentations
• Daily management of cash and corporate actions
• Prepare and organize client meetings, events and business trips for CRMs
• Dealing with internal and external policies and compliance regulations including FATCA, anti-money laundering (AML), MiFID, etc. 
• Other administrative tasks and ad-hoc requests

Your profile

• Completed apprenticeship and/or Bachelor degree in Finance / Economics
• 5 years of practical experience in the field of banking, industry specific knowledge is required
• Excellent Microsoft Office skills, knowledge in Avaloq is an advantage 
• Ability to weigh problems and set priorities as well as trong analytical and problem solving skills
• Ability to work with various stakeholder and excellent interpersonal skills
• Capability to work independently
• Excellent communication and presentation skills
• Fluency in English and French 

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.