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CRM Assistant Booking Center International – Geneva | JobRevolt

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CRM Assistant Booking Center International

Your Role 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. Your Responsibilities

CRM Assistant Booking Center International
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)

Profil

Your Benefits

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

Unternehmen

As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional 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 employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit andthe positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group.

Elisabethenstrasse 62 4051 Basel

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Bank J. Safra Sarasin AG

CRM Assistant Booking Center International

Über den Job

Über den Job

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