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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 investor 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 Region I
CRM Assistant in Private Banking – Team Benelux
Function/Position objectives
As Assistant Private Banking you will support client relationship managers in their day-to-day tasks in the areas of trading, marketing and administration. In addition, you will be responsible for opening accounts, prepare meeetings and reviews as well as serve as direct contact for clients.
  • Support the CRM in administrative and commercial activities
  • Administrative tasks in client openings and other documentation
  • Prepare client meetings, proposals 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
  • Several years of professional experience in the (private) banking and asset management sector
  • Excellent organizational and interpersonal skills
  • IT-affinity, in particular MS Excel, MS Word, Avaloq are a plus
  • Reliable, capable of working independently and systematically meeting deadlines
  • Fluent in French, Dutch and English, German is a plus
Activity rate
Please send your application to: