Job offer
Assistant Relationship Management (Temporary for 9 Months)
We are looking for an Assistant Relationship Management (60%) for 9 months to support the Relationship Management team at Vontobel Swiss Financial Advisers in Zurich. The position involves managing client portfolios, monitoring risks and supporting relationship managers.
Job description: Assistant Relationship Management (Temporary for 9 months, 60%)
Tasks
- Take over and support the management of a client portfolio, putting the client's needs first
- Expert in the management of client accounts (cash management, transfers, stock exchange orders and control of executions, renewal of fiduciary deposits, etc.)
- Anticipation of new risks through close monitoring of risk and compliance indicators
- Supporting relationship managers in KYC-related matters, organizing client meetings and preparing investment proposals
- Secure opening and closing of accounts
Requirements
- Previous experience in a similar position or willingness to train
- Fluency in English and German and effective communication skills
- Strong team player and strong interest in providing high quality customer service
- Good understanding of financial products and markets
- Excellent IT skills (software tools, MS Office)
We offer
- Top location in Zurich with collaboration rooms (including roof terraces) and free lunch
- Friendly, diverse team in an open office with a dynamic atmosphere
- Latest technology to make your work easier and advance your career
- Agile environment in the way we think, work and trust each other
- Flat hierarchy with collaboration at all levels
- Campus feeling and collaborative spirit
Job details
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