CRM Assistant Private Banking South Eastern Europe

CRM Assistant Private Banking South Eastern Europe

• Full-time
• Unlimited

As CRM Assistant in Private Banking South Eastern Europe at Bank J. Safra Sarasin, you play a key role in supporting the Client Relationship Managers in Zurich in their day-to-day tasks and provide high level service to the Bank’s clients.

• Provide day-to-day support to CRMs in business activities
• Assist CRMs with regular processes such as account openings, KYC periodic review, internal client reviews, etc.
• Client interaction for transactions process
• Dealing with internal and external policies and compliance regulations including FATCA, anti-money laundering (AML), MiFID, etc.
• Other administrative tasks and ad-hoc requests

• University degree in Finance or completed Banking education
• First relevant work experience in Private Banking
• Excellent Microsoft Office skills, knowledge in Avaloq is an advantage
• Ability to weigh problems and set priorities, excellent organizational skills
• Strong work ethics, integrity and high level of accountability
• Ability to work with various stakeholders
• Excellent interpersonal, communication and presentation skills
• Fluency in English and Turkish; 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