Client Relationship Manager for External Asset Managers

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Job Description - Client Relationship Manager for External Asset Managers

About us

As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.

We are successfully operating for more than 180 years across 27 locations worldwide and offer our employees the chance to be a part of our success. Our employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit and the positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group. 

Your role

As a Client Relationship Manager for External Asset Managers at Bank J. Safra Sarasin you are responsible for servicing existing clients as well as acquiring and building up relationships with new EXAMs and Family Offices. As well as provide permanent service to the Bank's EXAM team in Basel, its (EXAM) clients as well as the related managed end-clients.

Your responsibilities

  • Serve EXAMs and their end-clients (such as trading, administration, opening of accounts, KYC etc.)
  • Develop existing EXAMs' clients
  • Acquire new EXAMs
  • Advise EXAMs on trading, services and products of the bank
  • Participate in the strategic development of bank's offering for EXAMs

Your profile

  • Bachelor degree in Finance/Economics or completed bank apprenticeship or similar banking education 
  • 5 to 10 years' years of practical experience in the field of finance
  • Solid knowledge of Microsoft tools; Avaloq is an advantage 
  • Strong customer service ethics and excellent communication skills
  • Hands on mentality, with the ability to work under pressure and meet tight deadlines
  • Sense of responsibilities, dynamism, proactivity, and flexibility
  • Fluent in English and German 

Agencies, please note that  only direct applications will be considered .

Please note that if you submit your application, Bank J. Safra Sarasin Ltd will process your personal data for the purpose of the hiring and employment process. For further information, please read the Data Privacy Statement for applicants available on the Bank's website here . By submitting your application, you then confirm your understanding and acceptance of the above.

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