Client Relationship Manager Assistant

Bank J Safra Sarasin seeks a Client Relationship Manager Assistant in Geneva to support private banking operations, manage client data, and ensure compliance with regulatory standards.

This position acts as a key support partner for Client Relationship Managers, facilitating the daily management of client relationships and business activities. The role is responsible for delivering seamless client experiences by efficiently handling administrative, operational, and compliance-related duties.

Responsibilities

• Assist with daily administrative and commercial tasks
• Address client inquiries via phone or email
• Process account openings, closures, and related documentation
• Organize client meetings and occasional events
• Monitor portfolios, execute client orders, and manage asset maturities and corporate actions
• Ensure adherence to internal policies and external regulations, including FATCA, AML, and MiFID

Requirements

• University degree in finance, a completed apprenticeship, or equivalent banking education
• Minimum of three years of practical experience in Private Banking
• Proficiency in Microsoft Office applications
• Strong organizational, analytical, and problem-solving abilities
• Capacity to prioritize tasks and work autonomously
• Excellent communication and presentation skills, underpinned by integrity and accountability
• Fluency in both English and French

Nice to have

• Familiarity with the Avalog system
• Proficiency in German

What the company offers

• Entrepreneurial environment within a family-owned bank
• Central office locations across Switzerland
• Comprehensive insurance coverage paid entirely by the employer
• Contributions toward health insurance and meal allowances
• Stable work environment supported by a global growth strategy
• Competitive compensation package

About the company

Bank J Safra Sarasin is a leading sustainable private bank with over 180 years of history and a presence in 30 locations worldwide. The institution provides dynamic, personalized services in investment advisory and asset management, valuing technical expertise, professional qualifications, and social skills. The culture encourages entrepreneurship, high team spirit, and a positive attitude.

• Leading sustainable private banking services
• Dynamic and personalized client approach
• Over 180 years of successful operation
• Global presence across 30 locations
• Emphasis on entrepreneurship and team spirit
• Valuing technical and social expertise