CRM Assistant Private Banking South Eastern Europe

J. Safra Sarasin seeks a CRM Assistant to support Client Relationship Managers in Zurich with daily operations, client account management, and compliance tasks. The role requires fluency in English and Turkish.

This position serves as a key support function for Client Relationship Managers based in Zurich. The assistant handles routine administrative duties, manages client account details, and ensures high-quality service delivery to private banking clients.

Responsibilities

• Assist Client Relationship Managers with their daily business activities and workflow.
• Monitor and manage client accounts, including fiduciary deposits, overdrafts, payment support, e-banking access, and credit card services.
• Generate daily, weekly, and monthly reports according to CRM instructions.
• Facilitate standard procedures such as opening new accounts, conducting periodic KYC reviews, and performing internal client assessments.
• Manage client communications related to transaction processing.
• Ensure adherence to internal policies and external regulations, including FATCA, anti-money laundering (AML) standards, and MiFID requirements.
• Complete various administrative duties and respond to ad-hoc requests as needed.

Requirements

• A university degree in Finance or a completed banking education.
• Prior professional experience within the private banking sector.
• Proficient skills in Microsoft Office applications.
• Strong organizational abilities with the capacity to prioritize tasks and resolve issues effectively.
• High level of integrity, accountability, and professional work ethics.
• Ability to collaborate effectively with diverse stakeholders.
• Excellent interpersonal, communication, and presentation capabilities.
• Fluency in both English and Turkish.

Nice to have

• Familiarity with the Avaloq platform.
• Additional language skills beyond English and Turkish.

What the company offers

• An entrepreneurial environment within a family-owned financial institution.
• Office locations in central cities throughout Switzerland.
• Comprehensive insurance coverage fully paid by the employer.
• Contributions toward health insurance premiums and meal allowances.
• A stable working 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 institution provides dynamic, personalized investment advisory and asset management services. The company views its employees as its most valuable asset, fostering a culture built on entrepreneurship, strong team spirit, and a positive attitude. Success is driven by the enthusiasm and commitment of staff, who are valued for their technical expertise, professional qualifications, and social skills.

• Operating as a leading sustainable private bank with a long global heritage.
• Valuing employees as the primary asset of the organization.
• Promoting an entrepreneurial spirit and high team cohesion.
• Emphasizing the importance of technical expertise and social competence.
• Maintaining a positive and committed workplace culture.