Assistant Relationship Manager

Vor 3 Tagen

Zürich ZH, Schweiz Vontobel Holding AG Vollzeit

Zürich / Gotthardstrasse 43
- Are you passionate about the financial world?
For our Private Clients division of the German-speaking part of Switzerland we are looking for a highly motivated and engaged Assistant Relationship Manager (80%-100%).

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.**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 when it comes to the administration of the client’s accounts (cash managements, transfers, stock exchange orders and control of executions, fiduciary deposit renews, etc.).
- Use keen foresight in anticipating new risks through the accurate monitoring of risk and compliance indicators.
- Guide the relationship managers in KYC related matters, support them in the organisation of client meetings (arrange appointments, prepare required documents, deal with incoming and outgoing correspondence and more) and in the preparation of investment proposals.
- Ensure smooth openings and closings of accounts.
- Establish close collaborations with other departments of the bank.

**What are we looking for?**
- 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.
- 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 German and English, other languages such as French and Italian are an advantage.

**What do we offer?**
- Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.
- Friendly, diverse team in an open-office space
- All the latest technology to help you excel and advance.
- Agile environment in how we think, the way we work and our trust for each other.
- Flat hierarchy with collaboration on all levels.
- Campus feeling and collaborative spirit.

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

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