Bank J. Safra Sarasin Ltd is a leading sustainable private bank, offering all the advantages of the Swiss banking environment together with dynamic and personalised advisory services focusing on opportunities in international financial markets. The Bank provides a high level of services and expertise when acting as investment advisor and asset manager for private and institutional clients. Financial strength, excellent client services and outstanding quality are therefore key elements of its corporate philosophy.J. Safra Sarasin’s most valuable capital is its employees. They are essential to the success of the organisation, now and in the future. Their technical expertise, professional qualifications and social skills are highly valued by the Group’s clients, management and business partners. The success of J. Safra Sarasin depends on the enthusiasm and commitment of every one of its employees worldwide.DivisionPB IsraelFunction/PositionCRM Assistant in Private Banking - Team IsraelLocationZurichFunction/Position objectivesAs Assistant Private Banking you will support client relationship managers in their day-to-day tasks in the areas of trading, marketing and administration. In addition, you will be responsible for opening accounts, prepare meeetings and reviews as well as serve as direct contact for clients.Responsibilities
Support the CRM in administrative and commercial activities
Administrative tasks at customer openings and other documentations
Prepare client meetings, proposals and conduct reviews
Monitor client portfolios and issues
Risk management
Credit monitoring
Direct point of contact for clients
Profiles
Bachelor degree in Finance/Economics or completed bank apprenticeship or similar banking education
Several years of professional experience in the (private) banking and asset management sector
Excellent organizational and interpersonal skills
IT-affinity, in particular MS Excel, MS Word, Avaloq are a plus
Reliable, capable of working independently and systematically meeting deadlines
Team-oriented and client focused working approach. Ability to work with various stakeholders
Excellent written and oral English, oral Hebrew is a strong plus
Activity rate100%Please send your application to:Only direct applications will be considered.
