Client Review Specialist

vor 4 Wochen

Zürich, Zürich, Schweiz Vontobel Holding AG Vollzeit

At Vontobel, we are seeking a highly motivated Client Review Specialist to join our Service Hub team. The Service Hub is where Vontobel's key support processes are delivered. The team provides high-quality services for our clients in a highly efficient way. Support is provided in the areas of client onboarding, periodic reviews, and life cycle modifications.

Key Responsibilities:

  • Perform periodic client reviews and client life cycle modifications for Wealth Management Client Relationships.
  • Oversee client onboardings, ensuring due diligence, CDB checks, and KYC checks for individuals and legal entities in Switzerland and abroad.
  • Provide expert advice and support the front office on all onboarding issues, such as KYC, AML, QI/FATCA, and AEI.
  • Assist in implementing and identifying change processes related to optimizing client onboarding and the client review processes.

Requirements:

  • Bachelor or Master Degree in law or economics (or equivalent).
  • At least 5-10 years of practical experience in client onboarding and/or in periodic client reviews of wealth management clients.
  • In-depth know-how regarding CDB (especially for domiciliary companies and trusts) and tax aspects (especially QI/Fatca/AIA).
  • Strong service and solutions orientation, with strong interpersonal communication skills for optimal client experience.
  • Hands-on mentality, agile mind-set, and willingness to learn.
  • Structured, dynamic, able to work under pressure, reliable, team-oriented.
  • Fluent in German (at least on a C2 level) and English. French would be desirable.

What 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 at all levels.
  • Campus feeling and a 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.

At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich.

We are both majority family-owned and publicly listed. Our capacity for long-term focus on topics such as sustainability is underpinned by the security of the family's 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. Do you want to be Vontobel?

Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, or gender identity.

We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

If you have any questions, you can contact us through our website.

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