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Job Category:
Customer Service
Job Reference:
7b28be5610cd
Job Views:
6
Posted:
18.03.2025
Expiry Date:
02.05.2025
Job Description:
Your role
As a Client Relationship Manager for External Asset Managers at Bank J. Safra Sarasin, you are responsible for servicing existing clients as well as acquiring and building up relationships with new EXAMs and Family Offices. You will provide permanent service to the Bank's EXAM team in Basel, its (EXAM) clients, as well as the related managed end-clients.
Your responsibilities
1. Serve EXAMs and their end-clients (such as trading, administration, opening of accounts, KYC, etc.)
2. Advise EXAMs on trading, services, and products of the bank
3. Participate in the strategic development of the bank's offering for EXAMs
Your profile
1. Bachelor's degree in Finance/Economics or completed bank apprenticeship or similar banking education
2. 5 to 10 years of practical experience in the field of finance
3. Solid knowledge of Microsoft tools; Avaloq is an advantage
4. Strong customer service ethics and excellent communication skills
5. Hands-on mentality, with the ability to work under pressure and meet tight deadlines
6. Sense of responsibility, dynamism, proactivity, and flexibility
7. Fluent in English and German
Agencies, please note that only direct applications will be considered.
Please note that if you submit your application, Bank J. Safra Sarasin Ltd will process your personal data for the purpose of the hiring and employment process. For further information, please read the Data Privacy Statement for applicants available on the Bank’s website. By submitting your application, you confirm your understanding and acceptance of the above.
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