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Client relationship manager for external asset managers

Basel
Bank J. Safra Sarasin
Inserat online seit: Veröffentlicht vor 21 Std.
Beschreibung

Your RoleAs 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 issuesYour ProfileUniversity 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 EnglishYour Benefits Entrepreneurial spirit in a family owned bank Central city office locations across SwitzerlandAbove average insurance coverage fully borne by the bankContribution to health insurance and meal allowanceGlobal growth strategy and stable environmentCompetitive offering About usAs a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.We are successfully operating for more than 180 years across 30 locations worldwide and offer our employees the chance to be a part of our employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit andthe positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group. jid125878fa jit1042a jiy25a

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