CRM External Asset Manager — J. Safra Sarasin
- Location
- Basel
- Contract
- full-time
- Posted
- Yesterday
Role overview
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
Main responsibilities
- 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
Key requirements
- 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
Application process
- 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
Contacts
- 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
Additional 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
Notes and original content
- 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
Questions about this listing
What salary does J. Safra Sarasin offer for this role?
J. Safra Sarasin lists CHF 85'500 - 129'500 gross per year for this position in Basel. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does J. Safra Sarasin offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with J. Safra Sarasin during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Basel?
EU/EFTA residents living in the border zone of the country adjoining Canton Basel can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Basel's cantonal migration office or with HR during the application.
How do I apply for this position at J. Safra Sarasin?
Use the "Apply now" button on this page — it links directly to J. Safra Sarasin's original listing at jsafrasarasin.umantis.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
