CRM Assistant Private Banking South Eastern Europe

• Zurich, CH
• Full-time
• Unlimited

Your Role

As CRM Assistant in Private Banking South Eastern Europe at Bank J. Safra Sarasin, you play a key role in supporting the Client Relationship Managers in Zurich in their day-to-day tasks and provide high level service to the Bank’s clients.

Your Responsibilities

• Provide day-to-day support to CRMs in business activities
• Daily management and monitoring of the client’s accounts: fiduciary deposits, overdraft, payment support, e-banking access, credit cards support
• Prepare the daily, weekly, monthly reports as per guidance received from CRMs
• Assist CRMs with regular processes such as account openings, KYC periodic review, internal client reviews, etc.
• Client interaction for transactions process
• Dealing with internal and external policies and compliance regulations including FATCA, anti-money laundering (AML), MiFID, etc.
• Other administrative tasks and ad-hoc requests

Your Profile

• University degree in Finance or completed Banking education
• First relevant work experience in Private Banking
• Excellent Microsoft Office skills, knowledge in Avaloq is an advantage
• Ability to weigh problems and set priorities, excellent organizational skills
• Strong work ethics, integrity and high level of accountability
• Ability to work with various stakeholders
• Excellent interpersonal, communication and presentation skills
• Fluency in English and Turkish; 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 and the positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group.