Client Account Manager
vor 11 Stunden
Your opportunity
In your role as Client Account Manager, you will support the Senior Relationship Managers in their acquisition activities of new private clients in the Nordics market area as well as in all aspects of wealth management and investment advice.
Work closely with our in-house asset management and investment specialists to ensure a consistent service for our clients
Independently handle client administration in the area of account openings, account transfers and account balances
Assisting in the preparation and follow-up of client meetings of the Senior Relationship Managers
Execution and monitoring of client orders
Independently managing clients in the absence of the Senior Relationship Managers (i.e. handling day-to-day business as well as processing stock exchange orders, time deposits, products, clarifications, CRM maintenance, etc.)
Pre
- and post-processing of business trips and client visits
Telephone and personal client contact
Preparing investment and reallocation proposals, conducting portfolio analyses and preparing presentations for client meetings
Active selling of products and services adapted to the respective client's needs
Keeping client journals and permanent client data maintenance (KYC)
Ensuring internal guidelines (compliance, ICS, transaction clarifications)
You bring
University degree or banking apprenticeship with several years of experience as a client account manager.
In-depth knowledge of the core processes of a bank as well as solid knowledge of regulatory topics within wealth management, such as CDB, AMLA, AML, cross-border and enhanced due diligence
**Excellent PC user skills (MS Office**: Word, Power Point and especially Excel)
Excellent German and English skills
a Scandinavian language or cultural experience in the Nordic region is a great advantage You are
Reliable, resilient, team player, highly motivated with a loyal personality and a confident demeanor
High degree of client and service orientation
Great willingness to learn, very good organizational skills, independent and precise way of working
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
Zürich / Gotthardstrasse 43
-
Client Account Manager
vor 1 Tag
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 258612BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you looking for a challenge within the dynamic and fast paced Wealth Management environment? - Do you have a "can do" mentality and want to be part of our growth story...
-
Client Account Manager
Vor 7 Tagen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 260184BR **City** - Zürich **Job Type** - Full Time **Your role** - Do you want to proactively go the extra mile with us to help clients? Do you want to be part of a high performing team? - We are looking for someone like that to: - support...
-
Client Account Manager
Vor 2 Tagen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Management and Business Support - Global Wealth Management **Job Reference #** - 257477BR **City** - Zürich **Job Type** - Full Time **Your role** - Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? - Do you have a "can do" mentality and want to be part of our growth story and create...
-
Client Account Manager
Vor 5 Tagen
Zurich, Schweiz Convera Vollzeit**Client Account Manager - Zurich, Switzerland** Are you excited about an opportunity to interact and manage a portfolio of clients offering them advice and support on managing risk in diverse Foreign Exchange (FX) markets? How about working for a global company where you can offer business-to-business client’s opportunities to save money whilst helping...
-
Client Account Manager
Vor 7 Tagen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 261702BR **City** - Zürich **Job Type** - Full Time **Your role** - Do you have a "can do" mentality and want to be part of a growth story and create impact? Do you want to proactively go the extra mile with us to help our entrepreneurial...
-
Client Account Manager
vor 11 Stunden
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 263811BR **City** - Zürich **Job Type** - Full Time **Your role** - Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you want to be part of a high performing team? Do you want to...
-
Client Account Manager
Vor 5 Tagen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 262958BR **City** - Zürich **Job Type** - Temporary / Contract **Your role** - Are you a people person? Do you know how to stay calm under pressure? Are you a strategic, solution-oriented thinker and problem solver? We are looking for...
-
Client Account Manager
Vor 5 Tagen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 262955BR **City** - Zürich **Job Type** - Temporary / Contract **Your role** - Are you a people person? Do you know how to stay calm under pressure? Are you a strategic, solution-oriented thinker and problem solver? We are looking for...
-
Client Account Manager
Vor 4 Tagen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 261864BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to stay calm under pressure? Are you a strategic, solution-oriented thinker and problem solver? We are looking for someone who can...
-
Client Account Manager Global Wealth Management
Vor 2 Tagen
Zurich, Schweiz UBS VollzeitSwitzerland - Western Switzerland, Switzerland - Zürich, United Kingdom Business management, administration and support Group Functions **Job Reference #** 252783BR **City** Carouge, London, Zürich **Job Type** Full Time, Part Time **Your role** Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do...
-
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich Business management, administration and support Global Wealth Management **Job Reference #** 248320BR **City** Zürich **Job Type** Full Time, Part Time **Your role** Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you want to be part of a high performing team? Do you have a...
-
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Business management, administration and support - Global Wealth Management **Job Reference #** - 260766BR **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...
-
Client Account Manager
Vor 7 Tagen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Business management, administration and support, Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 257715BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to stay calm under pressure? Are you a strategic, solution-oriented thinker and...
-
Client Account Manager
Vor 2 Tagen
Zurich, Schweiz UBS VollzeitCritères de l'offre Description du poste Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you have a "can do" mentality and want to be part of our growth story and create impact? Do you want to proactively go the extra mile with us to service our clients? **We're looking for a client account manager...
-
Client Account Manager
Vor 2 Tagen
Zurich, Schweiz UBS VollzeitCritères de l'offre Description du poste Do you want to take your career to the next level learning new things every day? You proactively go the extra mile, take ownership, and make things happen? Are you focused on the details, even when under pressure? **We are looking for a Client Account Manager to**: - support client advisors in delivering...
-
Client Account Manager
Vor 5 Tagen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Business management, administration and support - Global Wealth Management **Job Reference #** - 269514BR **City** - Zürich **Job Type** - Part Time **Your role** - Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? - Do you have a "can do" mentality and want to be part of our growth...
-
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Business management, administration and support, Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 274164BR **City** - Zürich **Job Type** - Full Time **Your role** - Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under...
-
Client Account Manager Gfiw
vor 11 Stunden
Zurich, Schweiz UBS VollzeitSchweiz - Zürich - Business Management, Administration & Support - Global Wealth Management **Automatischer Stellencode** - 283773BR **Stadt** - Zürich **Job-Typ** - Vollzeit, Teilzeit **Die Rolle** - Sind Sie eine aufgeschlossene Person und suchen eine spannende Herausforderung im dynamischen Wealth Management? Möchten Sie Teil eines leistungsstarken...
-
Account Manager
Vor 4 Tagen
Zurich, Schweiz Coopers Group AG Vollzeit**Company Overview** Join a world-leading solution provider in the design, development and manufacturing of advanced drug delivery systems with +5'000 employees worldwide. Customers include top international pharma and biotech companies that require innovative devices such as auto injectors or pen injectors to effectively deliver their drugs **Job...
-
Account Manager 100%
vor 11 Stunden
Zurich, Schweiz Julius Baer VollzeitAt 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. In addition to the Assistant Relationship Manager (ARM) Private Banking role profile, the Account Manager Private Banking...
