CRM Assistant Private Banking South Eastern Europe

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

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