Job Summary
Business unit
Private Banking / CRM
Location
Zurich, CH
Activity rate
100%
Publication date
29.10.2024
Reference
2723

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.

Your role

As a CRM Assistant in our Team Eastern Europe and Germany at Bank J. Safra Sarasin you are actively contributing to the Bank's purpose-driven growth with a lasting influence in the vibrant Eastern European Markets and provide high-end supporting services to our experienced Client Relationship Managers (CRM).

Your responsibilities
Assisting customers with queries and resolving corresponding requests
Handling deposits, transfers and check processing
Ensuring customer transactions and interactions adhere to legal & regulatory requirements as well as bank policies
Preparing account opening including processing them internally
Executing trading orders such as Stock Exchange- and FX Trades
Your profile
Completed apprenticeship as Banking Comercialist or Higher education (university / FH) in Business Administration
3 years of practical experience in the field of Private Banking / Wealth Management
Industry specific knowledge is required
Excellent Microsoft Office skills; experience with operating systems such as Avaloq is an advantage
Ability to weigh problems and set priorities as well as strong analytical and problem solving skills
Hands on mentality, with the ability to work independently
Excellent interpersonal and organizational skills
Fluency in English and German; any Eastern European Language is a plus

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.