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Crm assistant

Bern
UR Capital
EUR 30’000 - EUR 80’000 pro Jahr
Inserat online seit: 22 April
Beschreibung

An international Private Bank company is looking for their new Assistant Client Relationship Manager.

Responsibilities

Support client relationship management activities for external asset managers and their client portfolios

Assist in onboarding new clients and partners, ensuring thorough due diligence and compliance checks

Conduct periodic reviews of client relationships and maintain up-to-date documentation and records

Monitor account activities to ensure operational and regulatory compliance

Execute transactions including trading, foreign exchange, payments, settlements, and credit-related requests

Prepare client reports, manage correspondence, and provide support for digital banking services

Handle client and internal inquiries promptly and accurately via phone and email

Provide day-to-day administrative and operational support to senior relationship managers

Requirements

Degree in Finance or banking-related education/apprenticeship

Initial experience in private banking or a similar environment

Strong analytical and problem-solving skills with the ability to prioritize tasks effectively

High level of accuracy, attention to detail, and ability to work under pressure

Excellent interpersonal and communication skills

Proactive, hands‑on, and solution‑oriented mindset

Ability to collaborate with multiple stakeholders in a dynamic environment

Proficiency in Microsoft Office; experience with banking systems is a plus

Fluency in English and French (written and spoken); additional languages are an advantage

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