Client Relationship Manager Assistant

J. Safra Sarasin seeks a Client Relationship Manager Assistant to support private banking operations in Switzerland. The role combines administrative support with client service and compliance monitoring.

This position acts as a key support partner for Client Relationship Managers, facilitating the management of client relationships and daily business activities. The primary objective is to guarantee a seamless client experience by handling efficient administrative, operational, and compliance-related tasks.

Responsibilities

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

Requirements

• A 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 effectively 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.
• Working knowledge of German.

What the company offers

• An entrepreneurial environment within a family-owned bank.
• Office locations in central cities throughout Switzerland.
• Comprehensive insurance coverage paid entirely by the employer.
• Contributions toward health insurance and meal allowances.
• A stable work environment supported by a global growth strategy.
• A competitive compensation package.

About the company

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

• Leading sustainable private banking services.
• Family-owned business with a global reach.
• Emphasis on entrepreneurship and team spirit.
• Value placed on technical expertise and social skills.