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CRM Assistant (Ref. 1191)

Bank J. Safra Sarasin AG


CRM Assistant (Ref. 1191)

CRM Assistant (Ref. 1191)

Bank J. Safra Sarasin Ltd is a leading sustainable private bank, offering all the advantages of the Swiss banking environment together with dynamic and personalised advisory services focusing on opportunities in international financial markets. The Bank provides a high level of services and expertise when acting as investment advisor and asset manager for private and institutional clients. Financial strength, excellent client services and outstanding quality are therefore key elements of its corporate philosophy.

J. Safra Sarasin's most valuable capital is its employees. They are essential to the success of the organisation, now and in the future. Their technical expertise, professional qualifications and social skills are highly valued by the Group's clients, management and business partners. The success of J. Safra Sarasin depends on the enthusiasm and commitment of every one of its employees worldwide.


Private Banking & External Asset Managers


CRM Assistant (Ref. 1191)


Geneva, CH

Function/Position objectives

Provide direct assistance to the CRM in his day-to-day work tasks in a dynamic and international environment for trading, marketing and administrative tasks. The CRM assistant is responsible for ensuring a high-end banking service to the UHNW/HNW clients.


  • Partnering with CRMs to manage client relationships on a day-to-day basis
  • Trading in all main asset classes:  FX, equities, fixed income, funds, commodities, structured products, HF, PE
  • Handling the daily management of cash and corporate actions
  • Preparing client meetings (portfolio reviews, documentation, ...) and organizing CRM business trips
  • Supporting the CRM with compliance or client-related projects as and when required
  • Creating KYC files with the support of the CRM and managing the accounts opening and closing process
  • Other administrative tasks and ad-hoc requests


  • Successfully completed bank apprenticeship and/or Bachelor in Economics or Finance
  • Previous experience in front office support role preferred.
  • Trading experience across main asset classes
  • Excellent interpersonal skills & strong customer service ethics.
  • Detail oriented, reliable & aptitude to work well under pressure.
  • Solid knowledge of Microsoft tools. Knowledge of Avaloq & Bloomberg advantageous.
  • Excellent presentation, sense of responsibilty & proactivity
  • Interest in Financial Markets, knowledge and understanding of basic asset classes (equities, fixed income, FX, ...)
  • Fluent in English & French, fluency in other languages an asset.