Client Relationship Manager Assistant

Your role

As a CRM assistant at the bank, you will support the senior client advisors in all administrative activities at the Bern office. You will be responsible for account openings, complete client documentation, recording and monitoring stock exchange transactions. You will also be responsible for welcoming clients and organizing and carrying out events and marketing activities.

Your tasks

• Supporting the site manager in all matters
• Preparation of investment recommendations, execution and monitoring of stock exchange transactions
• Opening accounts and maintaining complete customer documentation
• Collaboration in the area of new customer acquisition at the Bern location
• (Joint) responsibility for local projects and initiatives in the areas of customer approach, product sales and marketing
• Mainly responsible for over-the-counter business and customer reception

Your benefits

• Entrepreneurial thinking in a family-run bank
• Central locations throughout Switzerland
• Excellent insurance benefits
• Contribution to health insurance and meal allowance
• Global growth strategy and stable environment
• Competitive offer

Profile

• Completed commercial apprenticeship (banking apprenticeship an advantage)
• At least 2 years of experience in a relevant function at a bank
• Interest in financial markets
• Good IT skills, especially MS Office applications
• Strong work ethic, integrity and a high sense of responsibility
• Ability to work independently
• Organizational skills
• Fluency in German; good knowledge of English; fluency in French is an advantage