CRM Assistant Private Banking South Eastern Europe

CRM Assistant Private Banking South Eastern Europe # • Zurich, CH • Full-time • Unlimited Your Role ### As CRM Assistant in Private Banking South Eastern Europe at Bank J. Safra Sarasin, you play a key role in supporting the Client Relationship Managers in Zurich in their day-to-day tasks and provide high level service to the Bank-s clients. Your Responsibilities ### • Provide day-to-day support to CRMs in business activities • Daily management and monitoring of the client-s accounts: fiduciary deposits, overdraft, payment support, e-banking access, credit cards support • Prepare the daily, weekly, monthly reports as per guidance received from CRMs • Assist CRMs with regular processes such as account openings, KYC periodic review, internal client reviews, etc. • Client interaction for transactions process • Dealing with internal and external policies and compliance regulations including FATCA, anti-money laundering (AML), MiFID, etc. • Other administrative tasks and ad-hoc requests Your Profile ### • University degree in Finance or completed Banking education • First relevant work experience in Private Banking • Excellent Microsoft Office skills, knowledge in Avaloq is an advantage • Ability to weigh problems and set priorities, excellent organizational skills • Strong work ethics, integrity and high level of accountability • Ability to work with various stakeholders • Excellent interpersonal, communication and presentation skills • Fluency in English and Turkish; other languages are an advantage Your Benefits ### • 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