CRM External Asset Manager

The role of CRM External Asset Manager at Bank J. Safra Sarasin involves managing and enhancing relationships with External Asset Managers (EXAMs) in Basel. The bank specializes in investment advisory and asset management services for both private and institutional clients, emphasizing sustainability and personalized service. The main day-to-day responsibilities include maintaining and developing EXAM relationships, driving new business, and providing tailored investment solutions. This involves preparing for client meetings and events, handling client inquiries, and ensuring compliance with various regulations such as FATCA and AML. Additionally, the role requires monitoring credit lines, managing administrative issues, and executing client instructions related to payments and stock exchanges. To qualify for this position, candidates must have a university degree in Finance and 5 to 10 years of relevant experience in Private Banking. Proficiency in Microsoft Office is essential, with knowledge of Avaloq being an advantage. Strong problem-solving skills, the ability to work under pressure, and a high level of accountability are also required. Fluency in German and English is mandatory, with additional languages being a plus. Nice-to-have skills include knowledge of Avaloq and the ability to work with various stakeholders. The role is based in Basel, offering a central city office location with an entrepreneurial spirit and a stable, global growth strategy. The bank provides above-average insurance coverage, contributes to health insurance, and offers a meal allowance. What the role asks for: - University degree in Finance - 5 to 10 years of relevant work experience in Private Banking - Excellent Microsoft Office skills - Fluency in German and English - Ability to weigh problems and set priorities - Strong work ethics, integrity and high level of accountability - Ability to work under pressure and work with various stakeholders - Knowledge in Avaloq (nice to have)