Auf einen Blick
- Aufgaben: Unterstütze das Team bei der Verwaltung von Kundenportfolios und sorge für erstklassigen Service.
- Unternehmen: Vontobel, ein familiengeführtes Unternehmen mit über 2.000 Fachleuten weltweit.
- Vorteile: Top Lage in Zürich, kostenlose Mittagessen und modernste Technologie.
- Weitere Informationen: Flache Hierarchien und ein Campus-Gefühl fördern Zusammenarbeit und Kreativität.
- Warum dieser Job: Gestalte die Zukunft unserer Kunden und entwickle deine Karriere in einem dynamischen Umfeld.
- Qualifikationen: Erfahrung im Bankwesen, fließend in Englisch und Deutsch, starke Teamplayerfähigkeiten.
Das prognostizierte Gehalt liegt zwischen 63000 - 77000 € pro Jahr.
Are you passionate about the financial world?
For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are looking for a Client Associate who will help support the team.
What would your role be?
Take ownership and support the management of a client portfolio, putting the client’s needs in first place.
Be the go-to expert when it comes to the administration of the client’s accounts (cash management, transfers, stock exchange orders and control of executions, fiduciary deposit renewals, etc.).
Use keen foresight in anticipating new risks through the accurate monitoring of risk and compliance indicators.
Guide the relationship managers in KYC related matters, support them in the organization of client meetings and in the preparation of investment proposals.
Ensure the smooth onboarding of new clients and the timely closure of client accounts.
What are we looking for?
Previous experience in a similar position within the banking industry.
Fluency in English and German and effective communication skills.
A strong team player with a strong interest in delivering high-level client service.
Good understanding of financial products and markets.
Excellent IT skills (software tools, MS office).
Affinity for Artificial Intelligence (AI) and a willingness to embrace AI-enabled tools and ways of working.
What do we offer?
Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.
Friendly, diverse team in an open-office space with dancing walls.
All the latest technology to help you excel and advance.
Agile environment in how we think, the way we work and our trust for each other.
Flat hierarchy with collaboration on all levels.
Campus feeling and collaborative spirit.
We are looking for talented people, not just a CV that ticks all the boxes.
Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.
Why Vontobel?
At Vontobel, you are building better futures for our clients and society, as well as for yourself.
As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability.
Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world.
Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role. #J-18808-Ljbffr
Client Associate Private Clients Americas Zürich Arbeitgeber: Vontobel Holding AG
Als Team Assistant für Private Clients in München oder Düsseldorf profitieren Sie von einer dynamischen Arbeitsumgebung, die durch flache Hierarchien und einen starken Teamgeist geprägt ist. Wir bieten Ihnen nicht nur eine hervorragende Lage mit modernen Geschäftsräumen, sondern auch umfassende Sozialleistungen und individuelle Weiterbildungsmöglichkeiten, um Ihre berufliche Entwicklung zu unterstützen. Bei uns erwartet Sie eine wertschätzende Unternehmenskultur, die auf Kundenorientierung und Teamarbeit setzt.
