Client Associate Lugano

vor 23 Stunden

Lugano, Schweiz Vontobel Holding AG Vollzeit

Lugano / Via Ferruccio Pelli 1
- Are you passionate about the financial world? For our Private Clients Division in Lugano, we are looking for a highly motivated and engaged Client Associate.
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 and in the preparation of investment proposals.
- Ensure the smooth openings and closings of accounts.

**What are we looking for?**
- Previous experience in a similar position within the banking industry.
- Fluency in Italian and English and effective communication skills. Knowledge of German would be an asset.
- A strong team-player and a strong interest for a high-level client service.
- Good understanding of financial products and markets.
- Excellent IT skills (software tools, MS office).

**What do we offer?**
- Top Lugano location.
- 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.

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.

**Why Vontobel?**

At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability.

Do you want to be Vontobel?

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