Job offer
Account Manager (100%)
The Account Manager (100%) at Vontobel in Zurich is responsible for managing a client portfolio and acts as an expert in the administration of client accounts. The position requires a strong customer focus and experience in advising private clients on various asset classes.
Job description: Account Manager (100%)
Tasks
- Take over and support the management of a client portfolio, putting the client's needs first
- Expert in customer account management (cash management, transfers, stock market orders and execution control, renewal of trust deposits, etc.)
- Anticipation of new risks through close monitoring of risk and compliance indicators
- Independent handling of customer inquiries and guiding customers through complex cases
- Secure opening and closing of accounts
- Responsibility for generating revenue for a customer book
Requirements
- Fluent language skills in German, English, and Portuguese with the ability to explain complex issues in simple terms, especially to non-experts; Spanish would be an additional advantage
- Strong team player with a keen interest in providing high-quality customer service
- Good understanding of financial products and markets
- Excellent IT skills (software tools, MS Office)
We offer
- Prime location in Zurich and complimentary meals
- Friendly, diverse team in an open office with "dancing walls"
- The latest technology to stand out and get ahead
- Agile environment in the way we think, work and trust each other
- Flat hierarchy with cooperation at all levels
- Campus atmosphere and collaborative spirit
Job details
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