CRM External Asset Manager — J. Safra Sarasin
- Ort
- Basel
- Vertrag
- full-time
- Veröffentlicht
- Gestern
Rollenüberblick
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
Hauptaufgaben
- 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
Wichtige Anforderungen
- 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
Bewerbungsprozess
- 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
Kontakte
- 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
Weitere Details
- 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
Notizen und Originalinhalt
- 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
Fragen zu dieser Stellenanzeige
Welches Gehalt bietet J. Safra Sarasin für diese Stelle?
J. Safra Sarasin gibt CHF 85'500 - 129'500 brutto pro Jahr für diese Position in Basel an. Dies ist das im Original-Inserat veröffentlichte Gehalt (oder, falls der Arbeitgeber keinen Betrag nennt, eine realistische Schätzung für Rolle und Branche) — der Rechner auf dieser Seite berechnet daraus Ihr tatsächliches Netto nach Grenzgänger-Steuer und Sozialabgaben.
Ist das eine Vollzeitstelle, und welchen Vertragstyp bietet J. Safra Sarasin?
Diese Stelle ist eine Vollzeit-Position. Der hier angezeigte Vertragstyp stammt direkt aus dem Original-Inserat des Arbeitgebers; klären Sie genaue Arbeitszeiten, Kündigungsfrist und Probezeit während des Bewerbungsprozesses mit J. Safra Sarasin, da diese Details auch innerhalb derselben Vertragskategorie variieren können.
Brauche ich eine Grenzgänger-Bewilligung für eine Stelle im Kanton Basel?
EU/EFTA-Bürger mit Wohnsitz in der Grenzzone des an den Kanton Basel angrenzenden Landes können eine G-Bewilligung beantragen; der Schweizer Arbeitgeber reicht sie nach Vertragsunterzeichnung beim Migrationsamt dieses Kantons ein. Grenzzonen-Regeln und Bearbeitungszeiten variieren je nach Nachbarland und Kanton — klären Sie die Details mit dem Migrationsamt des Kantons Basel oder mit HR während der Bewerbung.
Wie bewerbe ich mich für diese Stelle bei J. Safra Sarasin?
Nutzen Sie die Schaltfläche "Jetzt bewerben" auf dieser Seite — sie führt direkt zum Original-Inserat von J. Safra Sarasin unter jsafrasarasin.umantis.com, sodass Ihre Bewerbung direkt im Bewerbermanagementsystem des Arbeitgebers landet. Frontaliere Ticino sammelt oder leitet keine Bewerbungen selbst weiter.
