Job offer
Client Associate
For the position of Client Associate at Vontobel in Zurich, you will support the management of client portfolios, be the contact person for client accounts and contribute to the adherence to risk and compliance indicators. Experience in the banking sector as well as a strong team and service orientation are required.
Job description: Client Associate
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, reuse of fiduciary deposits, etc.).
- Anticipation of new risks through close monitoring of risk and compliance indicators.
- Supporting relationship managers in KYC matters, organizing client meetings and preparing investment proposals.
- Secure opening and closing of accounts.
Requirements
- Previous experience in a similar position within the banking industry. Experience of working with EAMs would be an advantage.
- Strong team player and keen interest in providing a high level of 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 area with movable walls.
- The latest technology to support you in your work and advance your career.
- Agile environment in our way of thinking, our way of working and our trust in each other.
- Flat hierarchy with collaboration at all levels.
- Campus atmosphere and collaborative spirit.
Job details
Training opportunities powered by skillaware.