CRM External Asset Manager

Bank J. Safra Sarasin AG, Basel, Suisse

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Publiée le 22 septembre 2026 · première apparition dans nos relevés le 23 septembre 2026.

Annonce stable : vue pour la première fois le 23 septembre 2026, sans republication anormale.

Cette annonce n'affiche pas de salaire, alors que 1 % des annonces ouvertes du même secteur dans ce pays (Suisse) le font.

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# CRM External Asset Manager # * Basel, CH * Full-time * Unlimited ### Your Role ### As a Client Relationship Manager (CRM) within the External Asset Manager Business Unit at Bank J. Safra Sarasin, you play a key role in maintaining and developing existing External Asset Manager (EXAM) relationships in Basel and provide high-level service to the Bank-s clients. ### Your Responsibilities ### * Maintain and develop existing EXAM relationships while driving new business * Develop solutions and processes that meet the expectations and objectives of the EXAMs * Provide research and investment solutions * Promote services offered by the Bank * Deal with internal and external policies and compliance regulations FATCA, anti-money laundering (AML), MiFID, etc. * Prepare client meetings and events * Respond to clients enquiries by email or phone * Control, execute and monitor client's instructions (payments, stock exchange, change of static data, etc.) * Monitor credit lines and maturities of investments * Monitor administrative issues ### Your Profile ### * University degree in Finance * 5 to 10 years of relevant work experience in Private Banking * Excellent Microsoft Office skills, knowledge in Avaloq is an advantage * 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 * Fluency in German and English, other languages are an advantage ### Your Benefits ### * Entrepreneurial spirit in a family owned bank * Central city office locations across Switzerland * Above average insurance coverage fully borne by the bank * Contribution to health insurance and meal allowance * Global growth strategy and stable environment * Competitive offering

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