CRM Assistant, International Booking Center

Your role

As a CRM Assistant at the International Booking Center at Bank J. Safra Sarasin, you will serve as an integral support partner to our Client Relationship Managers (CRMs) in managing all aspects of daily business operations. You will deliver client-centric experiences by efficiently handling administrative, operational, and compliance-related tasks.

Your tasks

• Support for Client Relationship Managers serving direct and offshore booking center clients
• Processing payments, wire transfers, deposits, and check-related "Know Your Transaction" (KYT) issues, as well as tracking their processing
• Ensuring that customer transactions and interactions comply with legal and regulatory requirements as well as bank policies
• Preparing account opening forms, including reviewing and tracking the opening of joint business accounts
• Executing trading orders across all asset classes and recording the trades in our systems, while ensuring compliance with all regulations and suitability requirements
• Corporate Actions
• Preparing Letters of Confirmation and Letters of Reference
• Tracking Issues (KYC, KYT, FATMA, Tax Compliance, Changes in Risk Category)
• Preparing Client Reports

Your profile

• Bachelor's degree in Finance
• Initial relevant professional experience in private banking
• Excellent knowledge of Microsoft Office; knowledge of Avaloq is a plus
• Ability to assess the importance of problems and set priorities
• Strong work ethic, integrity, and a high sense of responsibility
• Ability to work under pressure and collaborate with various stakeholders
• Fluency in English; knowledge of other languages is a plus

Your advantages

• Entrepreneurial spirit in a family-run bank
• Central office locations in cities throughout Switzerland
• Above-average insurance coverage, fully paid for by the bank
• Payment of Pension Contributions and Meal Allowance
• Global growth strategy and stable environment
• Competitive Offer