CRM Assistant in Booking Center International (Ref. 2721)
Job Description
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 CRM Assistant in Booking Center International at Bank J. Safra Sarasin you are a solution oriented and proactive individual who will support the Client Relationship Managers in their day-to-day tasks in the areas of administration, and provide high level service.
Your responsibilities
- Assisting CRMs for both direct and offshore booking centers with queries and resolving corresponding requests
- Handling payments, transfers, deposits and check related KYT and follow up their processing
- Ensuring customer transactions and interactions adhere to legal & regulatory requirements as well as bank policies
- Prepare account opening including checking opening for shared business accounts and their follow up
- Executing trading orders, inputs such stock exchange and Fx trades.
- Corporate actions
- Prepare confirmation letters and reference letters
- Follow up with issues (KYC, KYT, Fatca, Tax Compliance)
Your profile
- Completed apprenticeship and/or Bachelor degree in Finance/Economics
- 5 years of practical experience in a similar position as well as industry specific knowledge is required
- Excellent Microsoft Office skills; knowledge in Avaloq is an advantage
- Ability to weigh problems and set priorities as well as strong analytical and problem solving skills
- Ability to work with various stakeholder and excellent interpersonal skills
- Capability to work independently, organisational skills and ability to work under pressure
- Fluent in English and French
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.