Overview
In this role, you own and manage a client portfolio within the CEE desk, focusing on revenue growth and meeting client needs. You act as the go-to expert for client accounts, handling cash management, transfers, stock orders, and execution control. You monitor risk and compliance indicators to anticipate issues and support KYC-related activities. You will guide relationship managers, assist in client meetings and investment proposals, and ensure smooth account openings and closings. This is a collaborative, agile environment at a leading Zurich-based bank with a strong focus on client service and long-term value.
Leistungen / Benefits
- Zurich location with free lunch
- open-office space with dancing walls
- latest technology to help you excel
- agile and collaborative work environment
- flat hierarchy
- campus feeling and collaborative spirit
Verantwortungsbereiche
- Manage a client portfolio and be accountable for revenues
- Serve as the expert for client account administration (cash management, transfers, stock orders, execution control, fiduciary deposits)
- Monitor risk and compliance indicators to anticipate issues
- Guide relationship managers on KYC topics and assist in client meetings and investment proposals
- Ensure smooth openings and closings of accounts
Zentrale Anforderungen
- Previous banking experience in a similar role
- Fluent in German and English; Russian is a plus
- Strong teamwork and client-service orientation
- Solid understanding of financial products and markets
- Excellent IT skills (MS Office and other software tools)
- Affinity for AI and willingness to use AI-enabled tools
- teamplayer
- strong client-service mindset
- effective communication
- financial products and markets
- IT proficiency (MS Office)
- AI-enabled tools familiarity
Account Manager CEE in Zürich Arbeitgeber: Bank Vontobel
Als Arbeitgeber bieten wir Ihnen die Möglichkeit, in einem dynamischen und agilen Umfeld in Zürich zu arbeiten, wo Sie aktiv an der Weiterentwicklung unserer Kernbankenplattform mitwirken können. Unsere offene Arbeitskultur fördert kreative Ideen und Teamarbeit, während wir Ihnen durch moderne Technologien und kontinuierliche Weiterbildung hervorragende Entwicklungsmöglichkeiten bieten. Genießen Sie zudem zahlreiche Vorteile wie ein kostenloses Mittagessen und eine zentrale Lage, die Ihren Arbeitsalltag bereichern.
