Assistant Relationship Manager

vor 4 Wochen

Lausanne, Schweiz Vontobel Vollzeit

Your Opportunity
Proactively support the team in the management of their customer portfolio
Independent administrative management of client accounts and transactions (cash managements, transfers, stock exchange orders and control of executions, fiduciary deposit renewals, etc.)
Assist the Relationship Managers in the organization of the client meetings (arrange appointments, prepare required documents, etc.)
Support the Relationship Managers in the preparation of investment proposals
Support the Relationship Managers in all KYC-related matters
Monitor client account balances and account transactions
Deal with pending and deadlines, as well as follow-up of pending items (client control, work lists..)
Prepare account openings/closings documents
Prepare prospect and client pitches
Deal with the fees and commissions
Control and handling of internal processes; legal and compliance aspects, client data, “client journal”
Establish close collaboration with other departments of the bank
Deal with incoming and outgoing correspondence
Accurate and timely monitoring of Risk and Compliance Indicators
Various administrative tasks

You bring
Previous experience in a similar position within the banking industry
Effective communication skills with an innate ability and strong interest for a high-level client service
Strong organizational skills, team player able to work under pressure
Good understanding of financial products and markets You are
Curious, flexible and positive attitude,
Highly motivated, pro-active attitude and structured thinking, very well organized
Excellent IT skills (software tools, MS Office)
Fluent in English and French, German is a plus What we offer
We work according to agile principles especially in our way of thinking and our methodology and we work with mutual trust

**Teamwork is important to us**: We always exchange valuable knowledge and skills with each other - One Vontobel
Our work culture is characterized by short communication channels and direct cross-departmental contact and information exchange
We offer the option for home office (Flexible working times), diverse benefits

Vielen Dank für Ihre Bewerbung bei Vontobel. Wir werden Ihre Bewerbung sorgfältig prüfen und Ihnen zeitnah eine Antwort zukommen lassen.

Vontobel ist ein Unternehmen, das Chancengleichheit fördert. Wir setzen uns für Chancengleichheit bei der Beschäftigung ein, unabhängig von Rasse, Hautfarbe, Abstammung, Religion, Geschlecht, nationaler Herkunft, sexueller Orientierung, Alter, Staatsbürgerschaft, Familienstand, körperlicher Einschränkungen oder Geschlechtsidentität.
Wir schätzen unterschiedliche Sichtweisen innerhalb unserer Teams und sind bestrebt, ein Umfeld zu schaffen, in dem jeder, der Teil unserer Leistungskultur sein möchte, sich selbst verwirklichen kann. Sie basiert auf gegenseitigem Respekt und null Toleranz gegenüber jeglicher Form von Diskriminierung.

Für Fragen stehen wir Ihnen gerne zur Verfügung. Bitte kontaktieren Sie uns über unser Kontakt Formular.

Standort
Lausanne / Avenue du Théâtre 1

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