Assistant Wm Cee Temporary

vor 2 Monaten


Zurich, Schweiz Vontobel Vollzeit

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 documents for account openings/closings.
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 English. Knowledge of German or an Eastern European language would be an advantage. 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 diverse benefits and provide a first-class lunch menu when you work in the office.

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



  • Zurich, Schweiz Vontobel Vollzeit

    Zürich / Gotthardstrasse 43 - Are you passionate about the financial world? For our Wealth Management Division covering CEE, 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...


  • Zurich, Schweiz Yakoubi Associates Vollzeit

    For our client a well-known swiss private bank, we are looking for an Assistant Relationship Management within CEE client market. The Assistant Relationship Manager supports Relationship Managers in daily operations, administration, client care and relationship management. Tasks - Assist one Relationship Manager in the day-to-day work servicing clients and...


  • Zurich, Schweiz Yakoubi Associates Vollzeit

    For our client a prestigious Swiss Private Bank in Zurich, we are looking for a talented Assistant Private Banking within the CEE client market. Tasks - Administer the end-to-end account-opening process, taking into consideration local regulatory specificities - Secure strict follow-up of documentation (pending items, middle office and R&C lists) - Assist...


  • Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Management and Business Support - Global Wealth Management **Job Reference #** - 270145BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you looking for a new challenge within the dynamic and fast paced Wealth Management environment? Do you want to be part of a high performing team? Are you curious, proactive and...


  • Zurich, Schweiz Credit Suisse Vollzeit

    **Your field of responsibility** We offer a challenging and interesting full-time position as a personal assistant to the Head Advisory & Sales WM Europe based in Zürich. You will provide full administrative and organizational support for extensive diary management including preparation and coordination on internal and external meetings and video...


  • Zurich, Schweiz Vontobel Holding AG Vollzeit

    **Zürich / Gotthardstrasse 43** *** - Are you passionate about the financial world? For our desk covering CEE, we are looking for a highly motivated and engaged Relationship Manager Assistant.**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...

  • Office Manager

    Vor 5 Tagen


    Zurich, Schweiz Bank Vontobel Vollzeit

    Office Manager / Executive Assistant (100%) - Temporary (12 months) At Vontobel, we actively shape the future. We create and pursue opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. We are a globally active investment firm with Swiss roots, specialized in wealth management, active...


  • Zurich, Schweiz Yakoubi Associates Vollzeit

    For our client a prestigious Swiss private bank in Zurich, we are looking for a talented Executive Assistant to support the Sub-Region Head CEE. Tasks - Manages diaries, books meetings, assists with events preparation - Prepares for business trips, organising travel - Supports management in ppreparing presentations - Maintains client contact frequency,...


  • Zurich, Schweiz Yakoubi Associates Vollzeit

    For our client a prestigious Swiss private bank in Zurich, we are looking for a talented Executive Assistant to support the Sub-Region Head CEE. Tasks - Manages diaries, books meetings, assists with events preparation - Prepares for business trips, organising travel - Supports management in ppreparing presentations - Maintains client contact frequency,...


  • Zurich, Schweiz kessler.vogler GmbH Vollzeit

    For our client, a well-known Swiss private bank based in Zurich, we are looking for a committed assistant with professional experience in private banking. **Responsibilities**: - Provide an efficient administrative support to the Team Head - Order execution, payment executions & investment trading - Documentation and onboarding process of clients - Client...

  • Executive Assistant

    vor 2 Wochen


    Zurich, Schweiz Swisslinx Vollzeit

    On behalf of our client, a leading international bank, Swisslinx is looking for an Executive Assistant to join the institutional sales team based in Zurich. In this versatile role you would assist senior managers on daily operations and administrative tasks. This would be a temporary position until July 2025 with the possibility of a subsequent extension or...

  • Office Manager

    Vor 6 Tagen


    Zurich, Schweiz Vontobel Vollzeit

    Your opportunity You will independently and professionally manage the secretariat of the Head WM Investments, Distribution & Client Management and support him in his day-to-day business by thinking independently and ahead. As an organizationally skilled assistant, you manage the demanding agenda and all appointments with overview and care, plan and...

  • Assistant

    vor 2 Monaten


    Zurich, Schweiz Swisslinx Vollzeit

    On behalf of our client, a leading Swiss private bank, Swisslinx is looking for an Assistant - Banking Operations / Cash Desk to join the local team in Zurich. In this service-oriented role you would be responsible for assisting the team on various tasks as well as maintain contact with clients and employees specifically related to cash services and...

  • Assistant

    vor 4 Stunden


    Zurich, Schweiz Swisslinx Vollzeit

    On behalf of our client, a leading Swiss private bank, Swisslinx is looking for an Assistant - Banking Operations / Cash Desk to join the local team in Zurich. In this service-oriented role you would be responsible for assisting the team on various tasks as well as maintain contact with clients and employees specifically related to cash services and...


  • Zurich, Schweiz The Kooples Vollzeit

    We are looking for a temporary Part Time Sales Assistant with experience in retail to join our team in Zurich! - Target Focused with proven sales experience - Motivated by a sales environment - Successful link selling and outfit building - Persuasive and proactive - Flexible in terms of work hours - well-spoken, confident and well-presented - Experience in...


  • Zurich, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Assistant Wealth Management - Eastern Europe**: **Description**: Wealth Management (WM): As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Latin America and Asia. We provide a complete range of private banking products and services,...


  • Zurich, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Relationship Manager Assistant, Wealth Management - Israel**: **Description**: Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Latin America and Asia. We provide a complete range of private banking products and...


  • Zurich, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Relationship Manager Assistant, Wealth Management - Turkey (100%)**: **Description**: Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Eastern Europe, Latin America and Asia. We provide a complete range of private...

  • Assistant, 60-80%

    vor 1 Monat


    Zurich, Schweiz Sika Corporation Vollzeit

    When something is created - either in construction or industry markets - our solutions for bonding, sealing, reinforcing and protecting are almost always included. We trust in the skills of our 27’000 employees worldwide and encourage them to develop innovative products to tackle the new challenges that arise every day. For our - **Corporate Concrete and...

  • Assistant, 60-80%

    vor 2 Wochen


    Zurich, Schweiz Sika Corporation Vollzeit

    When something is created - either in construction or industry markets - our solutions for bonding, sealing, reinforcing and protecting are almost always included. We trust in the skills of our 27’000 employees worldwide and encourage them to develop innovative products to tackle the new challenges that arise every day. For our - **Corporate Concrete and...