CRM Assistant Mediterranean Desk (Ref. 2540)

Job SummaryBusiness unit: Private Banking / CRMLocation: Zurich, CHActivity rate: 100%Publication date: 05.09.2024Reference: 2540About usAs 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 have been 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, and 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 roleAs CRM Assistant Private Banking Europe at Bank J. Safra Sarasin in Zurich, you are an ambitious individual who is seeking to contribute to the Bank’s success and provide permanent service to the Bank’s front units.Your responsibilitiesSupport CRMs in overall day-to-day businessAccount openings, closings and other documentationPrepare client meetings, events, and business tripsMonitor client portfolios, handling client orders in the absence of CRMs, asset maturities, and corporate actionsHelp to prepare internal research publicationsDealing with internal and external policies and compliance regulations including FATCA, anti-money laundering (AML), MiFID, etc.Creating KYC files with the support of the CRM and managing the accounts opening and closing processOther administrative tasks and ad-hoc requestsYour profileSuccessfully completed bank apprenticeship and/or Bachelor in Banking and FinanceAt least 5 years of professional experience in a front office support roleSolid knowledge of Microsoft tools as well as knowledge of Avaloq and BloombergDetail-oriented, reliable, and able to work well under pressure with a strong sense of responsibility and proactivity alongside strong customer service ethicsFluency in English and German; other languages (Spanish or French) would be an advantageAgencies, 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. By submitting your application, you confirm your understanding and acceptance of the above. #J-18808-Ljbffr