Relationship Manager Assistant - Poland

Bank J Safra Sarasin seeks a Relationship Manager Assistant in Zürich to support Client Relationship Managers with daily operations, client service, and compliance tasks in a private banking setting.

This position serves as a key support partner to Client Relationship Managers, ensuring the smooth execution of day-to-day business activities. The role is designed to deliver seamless, client-focused experiences by handling administrative duties, operational workflows, and regulatory compliance matters.

Responsibilities

• Collaborate with Client Relationship Managers to oversee daily business operations.
• Address client inquiries via telephone or email.
• Process account openings and closures, along with related documentation.
• Organize client meetings and assist with occasional events.
• Monitor client portfolios, execute orders, and manage asset maturities and corporate actions when Client Relationship Managers are unavailable.
• Ensure adherence to internal policies and external regulations, including FATCA, anti-money laundering (AML), and MiFID standards.

Requirements

• A university degree in finance.
• Initial professional experience within the private banking sector.
• Strong organizational and analytical skills, with the ability to prioritize tasks and work effectively under pressure.
• Proficiency in Microsoft Office applications.
• High level of integrity, strong work ethic, and accountability.
• Fluent command of the English language.

Nice to have

• Experience with the Avaloq banking software.
• Proficiency in German and/or Polish.

What the company offers

• An entrepreneurial environment within a family-owned bank.
• Office locations in central cities across Switzerland.
• Comprehensive insurance coverage paid entirely by the employer.
• Contributions toward health insurance and meal allowances.
• A stable working environment supported by a global growth strategy.
• A 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. Its success is driven by the enthusiasm and commitment of its staff, valuing technical expertise, professional qualifications, and social skills. The company fosters a unique culture characterized by high team spirit, a positive attitude, and entrepreneurship.

• Operating as a sustainable private bank with a long global history.
• Valuing employee enthusiasm, technical expertise, and social skills.
• Fostering an entrepreneurial spirit fueled by strong team spirit.
• Maintaining a positive attitude and personalized service approach.