pAre 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. /p h3What would your role be? /h3 ul liTake ownership and support the management of a client portfolio, putting the client’s needs in first place. /li liBe 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.). /li liUse keen foresight in anticipating new risks through the accurate monitoring of risk and compliance indicators. /li liGuide the relationship managers in KYC related matters, support them in the organization of client meetings and in the preparation of investment proposals. /li liEnsure the smooth onboarding of new clients and the timely closure of client accounts. /li /ul h3What are we looking for? /h3 ul liPrevious experience in a similar position within the banking industry. /li liFluency in English and German and effective communication skills. /li liA strong team player with a strong interest in delivering high-level client service. /li liGood understanding of financial products and markets. /li liExcellent IT skills (software tools, MS office). /li liAffinity for Artificial Intelligence (AI) and a willingness to embrace AI-enabled tools and ways of working. /li /ul h3What do we offer? /h3 ul liTop Zurich location with collaboration spaces (including rooftop terraces) and free lunch. /li liFriendly, diverse team in an open-office space with dancing walls. /li liAll the latest technology to help you excel and advance. /li liAgile environment in how we think, the way we work and our trust for each other. /li liFlat hierarchy with collaboration on all levels. /li liCampus feeling and collaborative spirit. /li /ul pWe are looking for talented people, not just a CV that ticks all the boxes. /p h3Why Vontobel? /h3 pAt 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. /p pOur diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. /p #J-18808-Ljbffr
Senior Client Associate Arbeitgeber: Vontobel Holding AG
Unser Unternehmen ist ein hervorragender Arbeitgeber, der seinen Mitarbeitern in Frankfurt nicht nur ein dynamisches und unterstützendes Arbeitsumfeld bietet, sondern auch zahlreiche Möglichkeiten zur beruflichen Weiterentwicklung. Wir legen großen Wert auf Teamarbeit und eine offene Kommunikation, wodurch jeder Mitarbeiter die Chance hat, seine Ideen einzubringen und aktiv zum Unternehmenserfolg beizutragen. Zudem profitieren unsere Mitarbeiter von einem attraktiven Vergütungspaket und flexiblen Arbeitszeiten, die eine ausgewogene Work-Life-Balance fördern.
