Direkt zum Inhalt

Assistant Relationship Manager Private Banking - Team Benelux (Ref. 1867)

Bank J. Safra Sarasin Ltd is a leading sustainable private bank, offering all the advantages of the Swiss banking environment together with dynamic and personalised advisory services focusing on opportunities in international financial markets. The Bank provides a high level of services and expertise when acting as investment advisor and asset manager for private and institutional clients. Financial strength, excellent client services and outstanding quality are therefore key elements of its corporate philosophy.
J. Safra Sarasin’s most valuable capital is its employees. They are essential to the success of the organisation, now and in the future. Their technical expertise, professional qualifications and social skills are highly valued by the Group’s clients, management and business partners. The success of J. Safra Sarasin depends on the enthusiasm and commitment of every one of its employees worldwide.
Private Banking & External Asset Managers
Assistant Relationship Manager Private Banking - Team Benelux (Ref. 1867)
Zürich, CH
Function/Position objectives
As an Assistant/Internal Relationship Manager you support the Client Relationship Manager in overall day to day tasks. In addition you are responsible for account openings, other documentations as well as preparing client meetings, client reviews, handling risk management, issue management and direct point of contact for clients.
  • Support the CRM in administrative and commercial activities
  • Administrative tasks in client openings and other documentations
  • Prepare client meetings and reviews
  • Monitor client portfolios and issues
  • Risk management
  • Credit monitoring
  • Direct point of contact for clients
  • Bachelor/Associate degree in Finance/Economics or completed bank apprenticeship or similar banking education
  • First relevant work experience in the banking and asset management sector
  • Excellent organizational and interpersonal skills
  • Profound IT-affinity, in particular MS Excel, MS Word, Avaloq are a plus
  • Reliable, capable of working independently, self starter and systematically meeting deadlines
  • Fluent in Dutch and English, German and French are a plus
Activity rate
100 %
Please send your application to:
Only direct applications will be considered.