CRM Assistant, Private Banking, Southeastern Europe

Your role

As a CRM Assistant in the Private Banking Southeast Europe division at Bank J. Safra Sarasin, you will play a key role in supporting the Client Relationship Managers in Zurich with their daily tasks and providing high-quality service to the bank’s clients.

Your tasks

• Daily Support for CRMs in Business Activities
• Daily management and monitoring of customer accounts: trust deposits, overdrafts, payment assistance, e-banking access, credit card support
• Prepare daily, weekly, and monthly reports in accordance with the CRM's instructions
• Supporting CRMs in routine processes such as account openings, periodic KYC reviews, internal customer audits, etc.
• Customer Interaction for Transaction Processes
• Compliance with internal and external policies and regulations, including FATCA, anti-money laundering (AML), MiFID, etc.
• Other administrative tasks and ad hoc requests

Your profile

• A college degree in finance or completion of a banking training program
• Initial relevant professional experience in private banking
• Excellent knowledge of Microsoft Office; knowledge of Avaloq is a plus
• Ability to weigh problems and set priorities, excellent organizational skills
• Strong work ethic, integrity, and a high sense of responsibility
• Ability to collaborate with various stakeholders
• Excellent interpersonal, communication, and presentation skills
• Fluent in English and Turkish; knowledge of other languages is a plus

Your advantages

• Entrepreneurial spirit in a family-run bank
• Central city office locations in Switzerland
• Above-average insurance coverage, fully covered by the bank
• Contribution to health insurance and meal allowance
• Global growth strategy and stable environment
• Competitive offer