Bank J. Safra Sarasin
CRM Assistant Booking Center International(m/w/x)
Full-timeOn-siteExperienced
Genf
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BABank J. Safra Sarasin
CRM Assistant External Asset Managers(m/w/x)
Genf
Full-timeOn-siteExperienced
Nejo AI Summary
Onboarding new clients and external asset managers with rigorous due diligence at a sustainable private bank. First relevant private banking experience required. Above average insurance coverage, health insurance contribution.
Requirements
- University degree in Finance, apprenticeship, or similar banking education
- First relevant work experience in Private Banking
- Excellent Microsoft Office skills, knowledge in Avaloq is an advantage
- Problem weighing and prioritization, strong analytical and problem-solving skills
- Excellent interpersonal skills and hands-on mentality
- Ability to work with various stakeholders and under pressure
- Meticulous precision, attention to detail, and quick learning ability
- Excellent communication and presentation skills
- Effective collaboration with a solutions-oriented attitude
- Fluency in English and French (oral and written), other languages are a plus
Tasks
- Onboard new clients and EXAMs with rigorous due diligence
- Conduct periodic reviews of client and EXAM relationships
- Monitor operational compliance of client activities
- Ensure timely documentation updates and proper archiving
- Execute orders on client accounts with meticulous care
- Handle trading, fiduciary deposits, FX, payments, settlements, and credit requests
- Prepare and deliver client reporting
- Handle client correspondence
- Provide e-banking support as needed
- Respond to ad-hoc client and internal requests promptly and accurately
Work Experience
- approx. 1 - 4 years
Education
- Vocational certificationOR
- Bachelor's degree
Languages
- English – Native
- French – Native
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 External Asset Managers(m/w/x)
Genf
Full-timeOn-siteExperienced
Nejo AI Summary
Onboarding new clients and external asset managers with rigorous due diligence at a sustainable private bank. First relevant private banking experience required. Above average insurance coverage, health insurance contribution.
Requirements
- University degree in Finance, apprenticeship, or similar banking education
- First relevant work experience in Private Banking
- Excellent Microsoft Office skills, knowledge in Avaloq is an advantage
- Problem weighing and prioritization, strong analytical and problem-solving skills
- Excellent interpersonal skills and hands-on mentality
- Ability to work with various stakeholders and under pressure
- Meticulous precision, attention to detail, and quick learning ability
- Excellent communication and presentation skills
- Effective collaboration with a solutions-oriented attitude
- Fluency in English and French (oral and written), other languages are a plus
Tasks
- Onboard new clients and EXAMs with rigorous due diligence
- Conduct periodic reviews of client and EXAM relationships
- Monitor operational compliance of client activities
- Ensure timely documentation updates and proper archiving
- Execute orders on client accounts with meticulous care
- Handle trading, fiduciary deposits, FX, payments, settlements, and credit requests
- Prepare and deliver client reporting
- Handle client correspondence
- Provide e-banking support as needed
- Respond to ad-hoc client and internal requests promptly and accurately
Work Experience
- approx. 1 - 4 years
Education
- Vocational certificationOR
- Bachelor's degree
Languages
- English – Native
- French – Native
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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