J. Safra Sarasin

Client Relationship Manager for External Asset Managers

Posted: 1 hours ago

Job Description

Your Role As 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 and provide permanent service to the Bank's EXAM team in Basel, its (EXAM) clients as well as the related managed end-clients. Your Responsibilities Maintain and develop existing EXAMs relationshipsDevelop solutions / processes that meet expectations and objectives of the EXAMsProvide research and investment solutionsPromote services offered by the BankDeal with internal and external policies and compliance regulations FATCA, anti-money laundering (AML), MiFID, etc.Prepare client meetings and eventsManage retrocessions and related commissionsRespond to clients enquiries by email or phoneControl, execute and monitor client's instructions (payments, stock exchange, change of static data, etc.)Monitor credit lines and maturities of investmentsMonitor administrative issues Your Profile University degree in Finance or completed apprenticeship or similar banking education5-10 years of practical experience in the field of FinanceExcellent Microsoft Office skillsKnowledge in Avaloq is an advantageExcellent communication and presentation skillsAbility to weigh problems and set priorities, strong analytical and problem solving skillsExcellent interpersonal skills and ability to work under pressureStrong work ethics, integrity and high level of accountabilityFluency in German and English 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

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