CRM External Asset Manager — J. Safra Sarasin
- Lieu
- Basel
- Contrat
- full-time
- Publié
- Hier
Vue d’ensemble du poste
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
Responsabilités principales
- 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
Exigences principales
- 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
Processus de candidature
- 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
Détails supplémentaires
- 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 et contenu original
- 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 sur cette offre
Quel salaire propose J. Safra Sarasin pour ce poste ?
J. Safra Sarasin indique CHF 85 500 - 129 500 bruts par an pour ce poste à Basel. Il s'agit du salaire publié dans l'annonce d'origine (ou, si l'employeur ne précise pas de montant, d'une estimation réaliste pour le rôle et le secteur) — le calculateur de ce site le convertit en net réel une fois l'impôt frontalier et les cotisations sociales appliqués.
Est-ce un poste à temps plein, et quel type de contrat propose J. Safra Sarasin ?
Cette offre est un poste en temps plein. Le type de contrat affiché ici provient directement de l'annonce originale de l'employeur ; confirmez toujours les horaires exacts, le préavis et la durée d'essai avec J. Safra Sarasin pendant le processus de candidature, ces détails pouvant varier même au sein de la même catégorie de contrat.
Ai-je besoin d'un permis de frontalier pour un poste dans le canton de Bâle ?
Les résidents UE/AELE domiciliés dans la zone frontalière du pays voisin du canton de Bâle peuvent demander un permis G ; l'employeur suisse le dépose auprès de l'office cantonal des migrations après signature du contrat. Les règles de zone frontalière et les délais varient selon le pays voisin et le canton — confirmez les détails auprès de l'office des migrations du canton de Bâle ou avec les RH pendant la candidature.
Comment postuler à ce poste chez J. Safra Sarasin ?
Utilisez le bouton « Postuler maintenant » sur cette page — il renvoie directement à l'annonce originale de J. Safra Sarasin sur jsafrasarasin.umantis.com, votre candidature arrive donc directement dans le système de suivi des candidatures de l'employeur. Frontaliere Ticino ne collecte ni ne transmet lui-même les candidatures.