Assistant External Asset Managers
vor 1 Monat
Your opportunity
Sie unterstützen die Kundenberater im Team in allen administrativen Belangen
Sie sind verantwortlich für die Erstellung von Kontoeröffnungen inkl. Kundengeschichte in Absprache mit dem zuständigen Kundenberater
**Erfassen von Börsenaufträgen**: Aktien, Bonds, Optionen, FX
Erfassen von Zahlungsaufträgen/Lombardkrediten
Sie pflegen die Kundendaten im CRM
Sie sind Ansprechpartner für die Externen Vermögensverwalter in administrativen Belangen
Bearbeiten von Korrespondenz, Überwachung von Pendenzen, Führung von Kundendossiers
Sie bereiten Akquisitionsgespräche und Kundenmeetings vor
You bring
Abgeschlossene Banklehre und erste Erfahrung im Bereich Wealth Management, idealerweise im Bereich externe Vermögensverwalter
Gutes Verständnis der Strukturen und umfassende Börsenkenntnisse
Erfahrung in der Kontoeröffnung/ Kontoschliessung
Sehr gute Deutsch
- und Englischkenntnisse
Erfahrung mit Avaloq rundet Ihr Profil ab You are
Sie sind kunden
- bzw. serviceorientiert und überzeugen durch Ihre kommunikativen Fähigkeiten und guten Umgangsformen
Sie sind belastbar und flexibel; in einem dynamischen Umfeld fühlen Sie sich wohl
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 44
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