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Bank J. Safra Sarasin
19h ago

CRM Assistant Private Banking(m/w/x)

Genf
Full-timeOn-siteExperienced

Description

You will play a vital role in the private banking team by managing daily account operations and compliance tasks to ensure a seamless, client-centric experience for the company's international clientele.

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Requirements

  • •University degree in Finance
  • •First work experience in Private Banking
  • •Excellent Microsoft Office skills
  • •Knowledge in Avaloq (advantageous)
  • •Ability to prioritize and weigh problems
  • •Strong work ethic and accountability
  • •Resilience and stakeholder management skills
  • •Fluency in English and French

Education

Bachelor's degree

Work Experience

approx. 1 - 4 years

Tasks

  • •Support an international team of five Relationship Managers
  • •Monitor and manage daily client account activities
  • •Handle fiduciary deposits, overdrafts, and payment support
  • •Provide e-banking access and credit card assistance
  • •Execute client orders for equities, bonds, and FX
  • •Manage subscriptions for various investment funds
  • •Communicate with clients and provide performance reporting
  • •Implement and monitor discretionary mandates
  • •Conduct periodic KYC reviews and form renewals
  • •Liaise with compliance and central file departments
  • •Prepare and follow up on account opening journeys
  • •Support marketing efforts for investment solutions and products

Tools & Technologies

Microsoft OfficeAvaloq

Languages

English – Business Fluent

French – Business Fluent

Benefits

Startup Environment

  • •Entrepreneurial spirit
  • •Global growth strategy

Parking & Commuter Benefits

  • •Central city office locations

Other Benefits

  • •Above average insurance coverage

Healthcare & Fitness

  • •Health insurance contribution

Additional Allowances

  • •Meal allowance

Job Security

  • •Stable environment

Competitive Pay

  • •Competitive offering
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