Job Summary
Business unit
Private Banking / CRM
Location
Geneva, CH
Activity rate
100%
Publication date
31.05.2024
Reference
2417

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 27 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.

Your role

As a CRM Assistant in Private Banking you will support the Client Relationship Managers in their day-to-day tasks in the areas of trading, marketing, and administration. You will be a key element of the Swiss team in our Geneva office.

Your responsibilities
Provide day-to-day support to CRMs and to the Desk Head in administrative and commercial activities
Daily management of cash and corporate actions
Execute trades in all major asset classes: FX, equities, fixed income, funds, commodities, structured products, options, HF, and PE
Prepare and organize client meetings, as well as organize business trips for CRMs
Support CRMs for compliance or customer-related projects, as required
Create KYC files with CRM’s support and manage the account opening and closing process
Other administrative tasks, and ad-hoc requests
Your profile
Bachelor degree in Finance/Economics or completed bank apprenticeship or similar banking education
At least 5 years’ experience in a similar position
Solid knowledge of Microsoft tools; Avaloq is an advantage
Strong customer service ethics and excellent communication skills
Hands on mentality, with the ability to work under pressure and meet tight deadlines
Sense of responsibilities, dynamism, proactivity, and flexibility
Fluent in English and French (other languages an asset), good communication skills

Agencies, please note that only direct applications will be considered.

Please note that if you submit your application, Bank J. Safra Sarasin Ltd will process your personal data for the purpose of the hiring and employment process. For further information, please read the Data Privacy Statement for applicants available on the Bank’s website here. By submitting your application, you then confirm your understanding and acceptance of the above.