Assistant Wealth Management South Africa

Vor 5 Tagen


Basel, Schweiz Bank Vontobel Vollzeit

Bank Vontobel Zurich, SwitzerlandPosted 5 hours ago Permanent Competitive
- Assistant Wealth Management South Africa (80-100%)
- At Vontobel, we actively shape the future. We create and pursue investment opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. As a global financial services provider with Swiss roots, we specialize in wealth management, active asset management and tailor-made investment solutions.
- Are you passionate about the financial world? For our Wealth Management Division covering South Africa we are looking for a highly motivated and engaged Relationship Manager Assistant.
- We have a cohesive and experienced team that has been working together harmoniously for an extended period. We value synergy that comes from our existing dynamic and appreciate the expertise that everyone brings. At the same time, we enthusiastically embrace new additions to the team, recognizing the value of fresh perspectives and innovative ideas they can contribute. We believe in fostering an inclusive and collaborative work environment where everyone's input is valued and encouraged.
- Your opportunity
- Proactively support the team in the management of their customer portfolio
- Manage independently the administrative tasks 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, etc...)
- Prepare account openings/closings documents
- Deal with fees and commissions
- Control and handle internal processes; legal and compliance aspects, client data, and the "client journal"
- Establish close collaboration with other departments of the bank
- Deal with incoming and outgoing correspondence
- Monitor accurately and in a timely manner the 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 have a positive attitude
- Highly motivated, with a pro-active attitude, structured thinking, and very well organized
- Someone who has excellent IT skills (software tools, MS Office)
- Fluent in German and English

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), and diverse benefits
- The opportunity to further develop your career in a front related unit
- At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.
- We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.
- If you have any questions you can contact us through our contact form.- Job ID 6121



  • Basel, Schweiz Spot On Sp. z o.o Vollzeit

    Are you a client-centric and motivated person? Do you know how to stay calm under pressure? We are looking for someone who can help us support the front office while servicing clients. **You’ll**: - support the Client Advisors in their daily client business - have client contact by telephone, especially during the absence of the Advisors - have direct...


  • Basel, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. Julius Baer is the leading Swiss wealth management group and a premium global brand in this sector, with a focus on...


  • Basel, Schweiz Marmot Invest AG Vollzeit

    As an Intern at Marmot, you will have the opportunity to shape a new offering for our clients, working closely with our investment teams to ensure the delivery of best-in-class financial advisory services guided by the principles of Marmot’s investment philosophy. You believe that effective and happy investing can be achieved by reducing costs and risk...


  • Basel, Schweiz UBS Vollzeit

    Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 258260BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you an expert in building client relationships? Do you want to bring your wealth expertise and join us in delivering an exceptional client experience? - We’re looking...


  • Basel, Schweiz Universität Basel Vollzeit

    The PhD will be based at the Centre for African Studies at the University of Basel and be part of the SNSF Starting Grant Project: “Curated Escapes and Derelict Landscapes in Times of Climate Change”. The research group investigates how ecological shifts create landscapes that are rhetorically or effectively becoming uninhabitable (“Derelict...


  • Basel, Schweiz UBS Vollzeit

    Switzerland - Zürich Business management, administration and support Global Wealth Management **Job Reference #** 248266BR **City** Zürich **Job Type** Full Time, Part Time **Your role** We’re looking for a Client Account Manager to: - support client advisors in delivering exceptional client service and experience - support client advisors in...


  • Basel, Schweiz UBS Vollzeit

    Switzerland - Zürich - Audit - Group Functions **Job Reference #** - 257533BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a sharp evaluator of risk and control? Do you have specific experience of risk and control assessment? Can you investigate complex issues? - We're looking for an Auditor in Group Internal Audit who can: - work...


  • Basel, Schweiz Universität Basel Vollzeit

    The PhD will be based at the Centre for African Studies at the University of Basel and be part of the SNSF Starting Grant Project: "Curated Escapes and Derelict Landscapes in Times of Climate Change". The research group investigates how ecological shifts create landscapes that are rhetorically or effectively becoming uninhabitable ("Derelict Landscapes") and...


  • Basel, Schweiz UBS Vollzeit

    Switzerland - Zürich - Business management, administration and support, Risk - Personal & Corporate Banking **Job Reference #** - 291848BR **City** - Zürich **Job Type** - Full Time **Your role** - Join us as a Business Manager, supporting the fast-paced Wealth Management department in the implementation of the banks client periodic AML review. In this...


  • Basel, Schweiz Universität Basel Vollzeit

    The PhD will be based at the Centre for African Studies at the University of Basel and be part of the SNSF Starting Grant Project: "Curated Escapes and Derelict Landscapes in Times of Climate Change". The research group investigates how ecological shifts create landscapes that are rhetorically or effectively becoming uninhabitable ("Derelict Landscapes") and...


  • Basel, Schweiz myScience Vollzeit

    PhD Researcher in African Environmental History, Political Ecology or Environmental Humanities University of Basel Published 20 January 2025 Closing Date 15 March 2025 Workplace Basel, North West Switzerland, Switzerland Category Environment Earth Sciences Position Junior Researcher / PhD Position PhD Researcher in African Environmental History, Political...


  • Basel, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. Als Vorsorgespezialist unterstützen Sie Kundenberater bei der Akquise von Prospects und Beratung von Kunden rund um das...


  • Basel, Schweiz Yakoubi Associates Vollzeit

    For our client a global Asset Manager in Zurich, we are looking for an Assistant / Office Manager to provide proactive support to the Swiss Sales team and support the Swiss office. Tasks **Office Manager**: - Office and facilities management responsibility for the Swiss office. Maintain the contractual relationship and deal with the landlord, office...

  • Personal Assistant

    Vor 5 Tagen


    Basel, Schweiz Fidelity International Vollzeit

    **About the opportunity**: **Purpose of your role** Providing overall support to the Swiss office, this includes office management, administrative tasks and management assistance. **Key Responsibilities** - **Management support** - Coordination of meetings (logistics, invitations, minutes, catering etc.) - Reporting and administration for Country Head -...


  • Basel, Schweiz Universität Basel Vollzeit

    The Swiss Tropical and Public Health Institute (Swiss TPH) is a world-leading institute in global health with a particular focus on low - and middle-income countries. Associated with the University of Basel, Swiss TPH combines research, services, and education and training at the local, national and international level. Over 900 people from more than 80...


  • Basel, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. We are searching for an experienced, reliable and organized personality to support the Head of Operations as her Executive...


  • Basel, Basel-Stadt, Schweiz myScience Vollzeit

    Job Summary">We are seeking a highly motivated and qualified PhD researcher to join our dynamic research team.">About the Project">The Curated Escapes and Derelict Landscapes in Times of Climate Change project investigates how ecological shifts create landscapes that are rhetorically or effectively becoming uninhabitable.">Your Responsibilities">Develop and...


  • Basel, Basel-Stadt, Schweiz myScience Vollzeit

    Research Position">We are looking for a talented and ambitious PhD researcher to join our research team.">About the Project Team">The project team consists of experienced researchers and academics from various fields, including environmental history, political ecology, and climate change.">Your Role">Develop and execute a PhD project with a focus on private...

  • Risk Manager

    Vor 5 Tagen


    Basel, Schweiz True Wealth AG Vollzeit

    True Wealth is the Swiss pioneer in online wealth management. Already over 10,000 clients entrust their assets to our investment solution and we are constantly developing our platform to make investing ever simpler, transparent and more cost effective. We pass on the advantages of digitalisation to our customers, enabling them to invest, and provide for...


  • Basel, Basel-Stadt, Schweiz Universität Basel Vollzeit

    We are seeking a talented and motivated PhD scholar to join our team at the Centre for African Studies at the Universität Basel. The successful candidate will conduct research on private nature conservation and residential eco-estates in Namibia, with the option of comparative projects situating Namibia within southern Africa.As a member of the SNSF...