CRM Assistant Booking Center International

Rejoignez Bank J. Safra Sarasin en tant qu'Assistant CRM. Travaillez dans une banque privée reconnue pour son esprit entrepreneurial.

Tâches

• Assister les gestionnaires de relations clients pour les opérations quotidiennes.
• Gérer les paiements, dépôts et problèmes de conformité liés aux transactions.
• Préparer les documents d'ouverture de compte et exécuter des ordres de trading.

Compétences

• Diplôme universitaire en finance et expérience en banque privée requise.
• Compétences avancées en Microsoft Office, connaissance d'Avaloq un plus.
• Capacité à travailler sous pression et à prioriser les tâches efficacement.

Your Role

As CRM Assistant Booking Center International at Bank J. Safra Sarasin you are an integral support partner to our Client Relationship Managers (CRMs) in managing the overall day-to-day business operations and provide client-centric experiences through efficient administrative, operational and compliance-related tasks.

Your Responsibilities

• Assisting Client Relationship Managers for both direct and offshore booking center clients
• Handling payments, transfers, deposits and check related Know your Transaction (KYT) issues, follow up on their processing
• Ensuring customer transactions and interactions, adhering to legal & regulatory requirements as well as bank policies
• Preparing account opening forms including checking opening for shared business accounts and their follow up
• Executing trading orders on all asset classes and inputting trades in our systems, making sure they are compliant with all regulations and suitability requirements
• Corporate actions
• Prepare confirmation letters and reference letters
• Follow up with issues (KYC, KYT, Fatca, Tax Compliance, Risk category changes)

Your Profile

• 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 high level of accountability
• Ability to work under pressure and work with various stakeholders
• Fluency in English, other languages are an advantage

Your Benefits

• Entrepreneurial spirit in a family owned bank
• Central city office locations across Switzerland
• Above average insurance coverage fully borne by the bank
• Contribution to health insurance and meal allowance
• Global growth strategy and stable environment
• 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.