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Relationship Manager Assistant - Poland

📍 Zürich 💼 CDI 🏷️ autre 📅 Publié le 01/07/2026

📋 Détails de l'offre

📄 Description du poste

Poste a pourvoir : Relationship Manager Assistant - Poland -- Zürich -- Bank J. Safra Sarasin.

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
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 andthe positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group.

N'attendez pas -- envoyez votre candidature a Bank J. Safra Sarasin aujourd'hui.

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Le salaire médian est d'environ 6'500 CHF brut par mois. Utilisez notre calculateur de salaire pour une estimation.