Job offer
CRM External Asset Manager
Bank J. Safra Sarasin is seeking a Client Relationship Manager in Basel for its External Asset Manager division to maintain existing relationships and generate new business. The position requires a degree in finance, at least five years of experience in private banking, and fluency in German and English.
Your Role
As a Client Relationship Manager (CRM) in 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.
Your Responsibilities
- Maintain and develop existing EXAM relationships while driving new business
- Serve as the primary point of contact and be responsible for managing and processing all EXAM transactions and products for clients
- Process for Issuing Trading Accounts for Swiss Clients
- Handle internal and external policies and compliance regulations (AML, MiFID, etc.)
- Prepare for client meetings and events
- Respond to client inquiries by email or phone
- Control and monitor EXAM relationships
- Monitor credit lines and investment maturities
- Monitor administrative issues
Your Profile
- University degree in Finance
- At least 5 years of work experience in private banking
- Solid knowledge of financial products and familiarity with banking regulations
- Deep expertise in maintaining existing relationships with third-party funds
- Strong sales skills, empathy, and a high level of accountability
- Ability to work under pressure and collaborate with various stakeholders
- Fluency in German and English; knowledge of other languages is a plus
Your Benefits
- Entrepreneurial spirit at a family-owned bank
- Central city office locations throughout Switzerland
- Above-average insurance coverage fully borne by the bank
- Health insurance and meal allowance
- Global Growth Strategy and a Stable Environment
- Competitive offering
Job details
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