Bank J. Safra Sarasin
CRM Assistant External Asset Managers(m/w/x)
Full-timeOn-siteExperienced
Genf
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BABank J. Safra Sarasin
CRM Assistant Booking Center International(m/w/x)
Genf
Full-timeOn-siteExperienced
Nejo AI Summary
Assisting Client Relationship Managers with direct and offshore accounts, handling payments, and ensuring regulatory compliance. University degree in Finance and first Private Banking experience required. Above-average insurance coverage and meal allowance.
Requirements
- University degree in Finance
- First relevant work experience in Private Banking
- Excellent Microsoft Office skills
- Knowledge in Avaloq is an advantage
- Ability to weigh problems and set priorities
- Strong work ethics, integrity, and accountability
- Ability to work under pressure
- Ability to work with various stakeholders
- Fluency in English
- Other languages are an advantage
Tasks
- Assist Client Relationship Managers for direct and offshore clients
- Handle payments, transfers, deposits, and KYT issues
- Ensure customer transactions comply with legal and regulatory requirements
- Prepare account opening forms for shared business accounts
- Follow up on account opening processes
- Execute trading orders across all asset classes
- Input trades into systems, ensuring regulatory compliance
- Manage corporate actions
- Prepare confirmation and reference letters
- Follow up on KYC, KYT, FATCA, tax compliance, and risk category changes
Work Experience
- approx. 1 - 4 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
Tools & Technologies
- Microsoft Office
- Avaloq
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
CRM Assistant Booking Center International(m/w/x)
Genf
Full-timeOn-siteExperienced
Nejo AI Summary
Assisting Client Relationship Managers with direct and offshore accounts, handling payments, and ensuring regulatory compliance. University degree in Finance and first Private Banking experience required. Above-average insurance coverage and meal allowance.
Requirements
- University degree in Finance
- First relevant work experience in Private Banking
- Excellent Microsoft Office skills
- Knowledge in Avaloq is an advantage
- Ability to weigh problems and set priorities
- Strong work ethics, integrity, and accountability
- Ability to work under pressure
- Ability to work with various stakeholders
- Fluency in English
- Other languages are an advantage
Tasks
- Assist Client Relationship Managers for direct and offshore clients
- Handle payments, transfers, deposits, and KYT issues
- Ensure customer transactions comply with legal and regulatory requirements
- Prepare account opening forms for shared business accounts
- Follow up on account opening processes
- Execute trading orders across all asset classes
- Input trades into systems, ensuring regulatory compliance
- Manage corporate actions
- Prepare confirmation and reference letters
- Follow up on KYC, KYT, FATCA, tax compliance, and risk category changes
Work Experience
- approx. 1 - 4 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
Tools & Technologies
- Microsoft Office
- Avaloq
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.
Not a perfect match?
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