CRM External Asset Manager — J. Safra Sarasin
- Località
- Basel
- Contratto
- full-time
- Pubblicato
- Ieri
Panoramica
CRM External Asset Manager Basel, CH Full-time Unlimited Your Role
As a Client Relationship Manager (CRM) within 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 provide high-level service to the Bank’s clients.
- CRM External Asset Manager Basel, CH Full-time Unlimited Your Role
- As a Client Relationship Manager (CRM) within the External Asset Manager Business Unit at Bank J.
- Your Responsibilities
- Maintain and develop existing EXAM relationships while driving new business
- University degree in Finance
- 5 to 10 years of relevant work experience in Private Banking
Responsabilità principali
- Your Responsibilities
- Maintain and develop existing EXAM relationships while driving new business
- Develop solutions and processes that meet the expectations and objectives of the EXAMs Provide research and investment solutions Promote services offered by the Bank
- Deal with internal and external policies and compliance regulations FATCA, anti-money laundering (AML), MiFID, etc. Prepare client meetings and events
- Control, execute and monitor client's instructions (payments, stock exchange, change of static data, etc.)
- Monitor credit lines and maturities of investments Monitor administrative issues
Requisiti principali
- University degree in Finance
- 5 to 10 years of relevant work experience in Private Banking
- Excellent Microsoft Office skills, knowledge in Avaloq is an advantage
- Ability to weigh problems and set priorities
- Strong work ethics, integrity and high level of accountability
- Ability to work under pressure and work with various stakeholders
- Fluency in German and English, 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 About us
Processo di candidatura
- Not the perfect fit?
- Discover more career opportunities in one of our Swiss locations that match your profile. All Vacancies
- Not the right time?
- Stay informed about our latest opportunities and upcoming job openings that match your interests and skills. Job Subscription
Contatti
- Respond to clients enquiries by email or phone
- Share this role with someone who might be interested Share Send with WhatsApp Share on LinkedIn Share on Xing Send as Email Copy Link
Dettagli ulteriori
- CRM External Asset Manager
- Develop solutions and processes that meet the expectations and objectives of the EXAMs Provide research and investment solutions Promote services offered by the Bank
- Deal with internal and external policies and compliance regulations FATCA, anti-money laundering (AML), MiFID, etc. Prepare client meetings and events
- Monitor credit lines and maturities of investments Monitor administrative issues
- Fluency in German and English, other languages are an advantage
- Global growth strategy and stable environment Competitive offering
- Discover more career opportunities in one of our Swiss locations that match your profile.
- Stay informed about our latest opportunities and upcoming job openings that match your interests and skills.
- Share this role with someone who might be interested Send with WhatsApp
Note e contenuto originale
- Develop solutions and processes that meet the expectations and objectives of the EXAMs
- Provide research and investment solutions
- Promote services offered by the Bank
- Deal with internal and external policies and compliance regulations FATCA, anti-money laundering (AML), MiFID, etc.
- Prepare client meetings and events
- Monitor credit lines and maturities of investments
- Monitor administrative issues
- Your Profile
- Your Benefits
- Global growth strategy and stable environment
Domande frequenti su questo annuncio
Che stipendio offre J. Safra Sarasin per questa posizione?
J. Safra Sarasin indica CHF 85'500 - 129'500 lordi annui per questo ruolo a Basel. Questo è lo stipendio pubblicato nell'annuncio originale (o, quando il datore non specifica una cifra, una stima realistica per ruolo e settore) — il calcolatore di questo sito lo converte nel netto reale una volta applicate imposta da frontaliere e contributi sociali.
È un ruolo a tempo pieno, e che tipo di contratto offre J. Safra Sarasin?
Questo annuncio è una posizione a tempo pieno. Il tipo di contratto mostrato qui arriva direttamente dall'annuncio originale del datore di lavoro; conferma sempre orario esatto, preavviso e durata del periodo di prova con J. Safra Sarasin durante il colloquio, perché questi dettagli possono variare anche all'interno della stessa categoria contrattuale.
Serve un permesso da frontaliere per un ruolo nel canton Basilea?
I residenti UE/AELS nella zona di frontiera del paese confinante con il canton Basilea possono richiedere il Permesso G; il datore di lavoro svizzero lo presenta all'ufficio della migrazione di quel canton dopo la firma del contratto. Regole sulla zona di frontiera e tempi di lavorazione variano per paese confinante e canton — verifica i dettagli con l'ufficio della migrazione del canton Basilea o con HR durante il colloquio.
Come mi candido a questa posizione presso J. Safra Sarasin?
Usa il pulsante "Candidati ora" in questa pagina — rimanda direttamente all'annuncio originale di J. Safra Sarasin su jsafrasarasin.umantis.com, quindi la tua candidatura arriva direttamente nel sistema di gestione candidature del datore di lavoro. Frontaliere Ticino non raccoglie né inoltra candidature in proprio.
