Bank J. Safra Sarasin
Client Relationship Manager Assistant(m/w/x)
Full-timeOn-siteExperienced
Zürich
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Administering tailored wealth management accounts and transactions for a global bank. Master's degree in Banking or Finance required. Work in a highly precise, deadline-driven environment.
Requirements
- Master Degree in Banking or Finance or equivalent; EFPA advantageous
- Attention to detail and high motivation
- Trusted facilitator, coordinator, reliable partner
- Extreme attention to detail (client/payment data)
- Willingness/ability to work against deadlines with accuracy
- Persuasive social and problem-solving skills
- High service orientation, discipline, quality mindset
- High self-motivation
- Open-mindedness
- Quick learning ability
- Excellent time management
- Reliable team player
- Sense of responsibility
- Adaptability to changing demands
- Ability to work efficiently under pressure
- Ability to manage multiple priorities
- Proficient MS Office knowledge (especially Excel)
- Fluent Spanish and English
- German language advantageous
Tasks
- Manage administrative activities within CRM
- Handle client overdrafts and maturity products
- Process fiduciary renewals
- Manage account opening and closing processes
- Execute client transactions
- Conduct investment follow-ups
- Handle client queries independently
- Prepare for client visits and business trips
- Manage pre-processing for client visits and business trips
- Manage post-processing for client visits and business trips
- Independently manage customer administration
- Perform ongoing customer data maintenance
- Provide administrative and client-related support to advisors
- Handle general correspondence
- Execute client orders
- Manage customer payment operations
- Handle customer clarifications
- Process credit line renewals and applications
- Process loan renewals and applications
- Process guarantee renewals and applications
- Process credit card renewals and applications
- Conduct commercial follow-ups and special campaigns
Work Experience
- approx. 1 - 4 years
Education
- Master's degree
Languages
- Spanish – Business Fluent
- English – Business Fluent
Tools & Technologies
- MS Office
- Excel
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of BBVA SUIZA and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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Full-timeOn-siteSeniorZürich
Administering tailored wealth management accounts and transactions for a global bank. Master's degree in Banking or Finance required. Work in a highly precise, deadline-driven environment.
Requirements
- Master Degree in Banking or Finance or equivalent; EFPA advantageous
- Attention to detail and high motivation
- Trusted facilitator, coordinator, reliable partner
- Extreme attention to detail (client/payment data)
- Willingness/ability to work against deadlines with accuracy
- Persuasive social and problem-solving skills
- High service orientation, discipline, quality mindset
- High self-motivation
- Open-mindedness
- Quick learning ability
- Excellent time management
- Reliable team player
- Sense of responsibility
- Adaptability to changing demands
- Ability to work efficiently under pressure
- Ability to manage multiple priorities
- Proficient MS Office knowledge (especially Excel)
- Fluent Spanish and English
- German language advantageous
Tasks
- Manage administrative activities within CRM
- Handle client overdrafts and maturity products
- Process fiduciary renewals
- Manage account opening and closing processes
- Execute client transactions
- Conduct investment follow-ups
- Handle client queries independently
- Prepare for client visits and business trips
- Manage pre-processing for client visits and business trips
- Manage post-processing for client visits and business trips
- Independently manage customer administration
- Perform ongoing customer data maintenance
- Provide administrative and client-related support to advisors
- Handle general correspondence
- Execute client orders
- Manage customer payment operations
- Handle customer clarifications
- Process credit line renewals and applications
- Process loan renewals and applications
- Process guarantee renewals and applications
- Process credit card renewals and applications
- Conduct commercial follow-ups and special campaigns
Work Experience
- approx. 1 - 4 years
Education
- Master's degree
Languages
- Spanish – Business Fluent
- English – Business Fluent
Tools & Technologies
- MS Office
- Excel
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of BBVA SUIZA and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
About the Company
BBVA SUIZA
Industry
FinancialServices
Description
BBVA is a Spanish bank with over 160 years of history, providing tailored wealth management solutions with a global outlook and Swiss precision.
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