Relationship Manager Assistant - Poland

Relationship Manager Assistant - Poland # • Zurich, CH • Full-time • Unlimited Your Role ### As Relationship Manager Assistant - Poland at Bank J. Safra Sarasin you are an integral support partner to our Client Relationship Managers (CRMs) in managing the overall day-to-day business operations and provide seamless, client-centric experiences through efficient administrative, operational, and compliance-related tasks. Your Responsibilities ### • Partner with CRMs to manage overall day-to-day business • Responding to customer enquiries by email or telephone • Perform account openings, closings and other documentations • Prepare client meetings and occasionally events • Monitor client portfolios, handle client orders in the absence of CRMs, handle asset maturities and corporate actions • Deal with internal and external policies and compliance regulations including FATCA, anti-money laundering (AML), MiFID, etc. Your Profile ### • University degree in finance • First relevant work experience in Private Banking • Strong organizational and analytical capabilities with a proven ability to prioritize effectively and perform under pressure • Excellent Microsoft Office skills; familiarity with the banking software Avaloq is an advantage • Strong work ethics, integrity and high level of accountability • Fluent in English; proficiency in German and/or Polish is a plus 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