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Client Associate

Client Associate

Client Associate

Client Associate

Vontobel Holding AG

Finanzdienstleistungen

Zürich

  • Art der Beschäftigung: Vollzeit
  • 93.500 CHF – 128.000 CHF (von XING geschätzt)
  • Vor Ort

Client Associate

Über diesen Job

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.

Do you want to be Vontobel?

Gehalts-Prognose

Unternehmens-Details

company logo

Vontobel Holding AG

Finanzdienstleistungen

Schweiz

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