Client Portfolio Manager

vor 1 Tag


Genf, Genf, Schweiz Vontobel Beteiligungen AG Vollzeit

About Vontobel

Vontobel is a leading global investment firm with a rich history of commitment to excellence. With a presence in over 25 locations globally, we are dedicated to building better futures for our clients and society.

As a respected player in the financial industry, we have earned a reputation for trust and reliability. Our values-driven approach ensures that every interaction with us reflects our dedication to providing exceptional client service.

Your Role

We are seeking an experienced Assistant Relationship Management professional to join our External Asset Manager (EAM) desk in Geneva. This exciting opportunity will allow you to leverage your skills and expertise to support the management of a client portfolio.

Your responsibilities will include:

  • Supporting the team in managing client relationships and ensuring seamless account administration.
  • Anticipating new risks through accurate monitoring of risk and compliance indicators.
  • Collaborating with relationship managers on KYC-related matters and supporting the organization of client meetings.
  • Ensuring the smooth opening and closing of accounts.

Requirements

To succeed in this role, you will need:

  • Previous experience in a similar position within the banking industry.
  • Fluency in English and French, with effective communication skills.
  • A strong understanding of financial products and markets.
  • Excellent IT skills, including proficiency in software tools and MS Office.
  • Confident handling of banking applications such as Avaloq.

Benefits

Vontobel offers a unique work environment that fosters collaboration and growth. As a member of our team, you can expect:

  • A top location in Geneva with state-of-the-art collaboration spaces.
  • A diverse and friendly team working in an open-office space.
  • All the latest technology to help you excel and advance.
  • An agile environment that encourages innovation and trust among colleagues.

About You

We are looking for talented individuals who share our passion for delivering exceptional client service. If you are determined to deliver in a changing world and come from a wide variety of backgrounds, we encourage you to apply.



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