Assistant - JSS Asset Management North America
Bank J. Safra SarasinPoste a pourvoir : Assistant - JSS Asset Management North America
Geneva and Zurich
Bank J. Safra Sarasin.
Rejoignez JSS Asset Management North America, une banque privée dynamique. Profitez d'un environnement stable avec des opportunités d'évolution.
Tâches
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Assister les CRMs, le CIO et le CCO dans leurs tâches quotidiennes.
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Gérer les comptes clients, y compris les dépôts fiduciaires et les paiements.
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Exécuter des transactions et préparer des rapports de conformité.
Compétences
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Diplôme en finance et expérience en banque privée requise.
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Excellentes compétences en Microsoft Office et connaissance d'Avaloq.
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Maîtrise de l'anglais et du français; d'autres langues sont un plus.
Your Role
As an Assistant at JSS Asset Management North America, you play a key role in supporting our Geneva and Zurich offices in managing day-to-day business operations and provide client-centric experience through efficient administrative, operational and compliance-related tasks.
Your Responsibilities
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Assist the CRMs the CIO and CCO in their daily business
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Daily management and monitoring of the client's accounts: fiduciary deposits, overdraft, payment support
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Execution of trades (equity, bonds, FX, metals)
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Client's communication and reporting (account statements, performance)
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Discretionary mandate implementation and monitoring
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KYC periodic review, forms renewal and CRM's support with internal departments (central file, compliance, etc.) in particular for high risk clients
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Prepare and follow-up internally the accounts opening journey (individual, corporate, complex structures)
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Support preparation of compliance related reports
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Handle expenses and payments processing
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Maintain stamp duty calculation files
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Participate in the marketing effort and follow-up of investment recommendations and ideas in support of CRMs
Your Profile
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Degree in Finance
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First relevant work experience in Private Banking
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Excellent Microsoft Office skills, knowledge in Avaloq is an advantage
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Ability to weigh problems and set priorities
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Strong work ethics, integrity and high level of accountability
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Ability to work under pressure and work with various stakeholders
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Fluency in English and French; Fluency in other languages are an advantage
Your Benefits
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Entrepreneurial spirit in a family owned bank
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Central city office locations across Switzerland
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Above average insurance coverage fully borne by the bank
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Contribution to health insurance and meal allowance
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Global growth strategy and stable environment
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Competitive offering
About us
As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients.Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.
We are successfully operating for more than 180 years across 30 locations worldwide and offer our employees the chance to be a part of our success.Our employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit andthe positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group.
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