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CRM External Asset Manager – Basel | JobRevolt

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Bank J. Safra Sarasin

CRM External Asset Manager

Bank J. Safra Sarasin

Elisabethenstrasse 62, 4002 BaselFestanstellungVeröffentlicht 22.9.2026

Über den Job

Über den Job

As a Client Relationship Manager (CRM) within the External Asset Manager Business Unit at Bank J. Safra Sarasin, you play a key role in maintaining and developing existing External Asset Manager (EXAM) relationships in Basel and providing high-level service to the Bank's clients. The bank is a leading sustainable private bank operating for more than 180 years across 30 locations worldwide.

Aufgaben

Maintain and develop existing EXAM relationships while driving new business
Develop solutions and processes that meet the expectations and objectives of the EXAMs
Provide research and investment solutions
Promote services offered by the Bank
Deal with internal and external policies and compliance regulations FATCA, anti-money laundering (AML), MiFID, etc.
Prepare client meetings and events
Respond to clients enquiries by email or phone
Control, execute and monitor client's instructions (payments, stock exchange, change of static data, etc.)
Monitor credit lines and maturities of investments
Monitor administrative issues

Profil

University degree in Finance
5 to 10 years of 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 German and English, other languages are an advantage

Rahmenbedingungen

Ort: Basel, central city office locations across Switzerland

Benefits

Entrepreneurial spirit in a family owned bank
Above average insurance coverage fully borne by the bank
Contribution to health insurance and meal allowance
Global growth strategy and stable environment
Competitive offering

Skills

FATCA-ComplianceAML (Anti-Money Laundering)MiFID-KompetenzPrivate Banking (5-10 Jahre)KundenbeziehungsmanagementFinanzuniversität-Abschluss

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