Job Description

Basel, CH Full-time Unlimited

Your Role

As Client Relationship Manager for External Asset Managers at Bank J. Safra Sarasin you are responsible for servicing existing clients as well as acquiring and building up relationships with new EXAMs and Family Offices and provide permanent service to the Bank's EXAM team in Basel, its (EXAM) clients as well as the related managed end-clients.

Your Responsibilities

Maintain and develop existing EXAMs relationships Develop solutions / processes that meet 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 Manage retrocessions and related commissions 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 or completed apprenticeship or similar banking education 5-10 years of practical experience in the field of Finance Excellent Microsoft Office skills Knowledge in Avaloq is an advantage Excellent communication and presentation skills Ability to weigh problems and set priorities, strong analytical and problem solving skills Excellent interpersonal skills and ability to work under pressure Strong work ethics, integrity and high level of accountability Fluency in German and English

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

About us

As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.




We are successfully operating for more than 180 years across 30 locations worldwide and offer our employees the chance to be a part of our success. Our employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit and the positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group.