CRM Assistant Booking Center International

As CRM Assistant Booking Center International at Bank J. Safra Sarasin you are an integral support partner to our Client Relationship Managers (CRMs) in managing the overall day-to-day business operations and provide client-centric experiences through efficient administrative, operational and compliance-related tasks.

• Assisting Client Relationship Managers for both direct and offshore booking center clients
• Handling payments, transfers, deposits and check related Know your Transaction (KYT) issues, follow up on their processing
• Ensuring customer transactions and interactions, adhering to legal & regulatory requirements as well as bank policies
• Preparing account opening forms including checking opening for shared business accounts and their follow up
• Executing trading orders on all asset classes and inputting trades in our systems, making sure they are compliant with all regulations and suitability requirements
• Corporate actions
• Prepare confirmation letters and reference letters
• Follow up with issues (KYC, KYT, Fatca, Tax Compliance, Risk category changes)

• University degree in Finance
• First relevant work experience in Private Banking
• Excellent Microsoft Office skills, knowledge in Avaloq is an advantage
• Ability to weigh problems and set priorities
• Strong work ethics, integrity and high level of accountability
• Ability to work under pressure and work with various stakeholders
• Fluency in English, other languages are an advantage

• 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