LGT Bank (Schweiz) AG
Assistant Relationship Manager – Swiss Onshore Market(m/w/x)
Full-timeOn-siteExperienced
Zürich
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BABank J. Safra Sarasin
Client Relationship Manager Assistant(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Supporting CRMs with client onboarding and documentation at a sustainable private bank. 3+ years private banking experience required. Above-average insurance coverage, health contribution.
Requirements
- University degree in finance, apprenticeship, or similar banking education
- At least 3 years of practical experience in Private Banking
- Excellent Microsoft Office skills
- Ability to weigh problems and set priorities
- Strong analytical and problem-solving skills
- Excellent communication and presentation skills
- Organizational skills and independent work capability
- Strong work ethics, integrity, and high accountability
- Fluency in English
- Fluency in Russian and/or German is a plus
Tasks
- Support CRMs in managing client relationships
- Handle day-to-day administrative and commercial tasks
- Respond to client inquiries via email and phone
- Perform account openings, closings, and documentation
- Prepare for client meetings and occasional events
- Monitor client portfolios and handle orders
- Manage asset maturities and corporate actions
- Ensure compliance with internal and external policies
- Adhere to FATCA, AML, and MiFID regulations
Work Experience
- 3 years
Education
- Vocational certificationOR
- Bachelor's degree
Languages
- English – Fluent
- Russian – Basic
- German – Basic
Tools & Technologies
- Microsoft Office
Benefits
Other Benefits
- Above average insurance coverage
Healthcare & Fitness
- Health insurance contribution
Additional Allowances
- Meal allowance
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Bank J. Safra Sarasin 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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BABank J. Safra Sarasin
Client Relationship Manager Assistant(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Supporting CRMs with client onboarding and documentation at a sustainable private bank. 3+ years private banking experience required. Above-average insurance coverage, health contribution.
Requirements
- University degree in finance, apprenticeship, or similar banking education
- At least 3 years of practical experience in Private Banking
- Excellent Microsoft Office skills
- Ability to weigh problems and set priorities
- Strong analytical and problem-solving skills
- Excellent communication and presentation skills
- Organizational skills and independent work capability
- Strong work ethics, integrity, and high accountability
- Fluency in English
- Fluency in Russian and/or German is a plus
Tasks
- Support CRMs in managing client relationships
- Handle day-to-day administrative and commercial tasks
- Respond to client inquiries via email and phone
- Perform account openings, closings, and documentation
- Prepare for client meetings and occasional events
- Monitor client portfolios and handle orders
- Manage asset maturities and corporate actions
- Ensure compliance with internal and external policies
- Adhere to FATCA, AML, and MiFID regulations
Work Experience
- 3 years
Education
- Vocational certificationOR
- Bachelor's degree
Languages
- English – Fluent
- Russian – Basic
- German – Basic
Tools & Technologies
- Microsoft Office
Benefits
Other Benefits
- Above average insurance coverage
Healthcare & Fitness
- Health insurance contribution
Additional Allowances
- Meal allowance
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Bank J. Safra Sarasin 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
Bank J. Safra Sarasin
Industry
FinancialServices
Description
The company is a leading sustainable private bank offering personalized services in investment advisory and asset management.
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