Assistant Relationship Management

vor 4 Wochen

Zürich, Zürich, Schweiz Vontobel Beteiligungen AG Vollzeit
Assistant Relationship Management %)Zürich / Splügenstrasse 5Interested? Apply hereAre 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 an Assistant Relationship Management who will help support the team.
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 managements, transfers, stock exchange orders and control of executions, fiduciary deposit renews, 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 openings and closings of 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 and a strong interest for a high-level client service.
  • Good understanding of financial products and markets.
  • Excellent IT skills (software tools, MS office).
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.

At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich.

We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family's 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. Do you want to be Vontobel?

Interested? Apply here

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