CRM External Asset Manager

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.) … Vollständiges Inserat und Bewerbung: https://jsafrasarasin.umantis.com/Vacancies/518/Description/2