Assistant Relationship Management

Vor 4 Tagen

Zurich, Schweiz Bank Vontobel Vollzeit

Assistant Relationship Management (80-100%)

Are you passionate about the financial world? For our internal employee desk, 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 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 English and German and effective communication skills.
- 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 Zurich location with collaboration spaces (including rooftop terraces) and free lunch.
- Friendly, diverse team in an open-office space with dancing walls.
- 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.

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 27 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?

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 contact form.

Job ID 6984

  • Relationship Management Assistant

    vor 2 Wochen

    Zurich, Schweiz Schroders Vollzeit

    **Schroders**, with headquarters in London, employs over 5500 talented people worldwide, operating in 37 different countries across Europe, the Americas, Asia, the Middle East and Africa, close to the markets in which we invest and close to our clients. Schroders has developed under stable ownership for over 200 years and long-term thinking governs our...

  • Assistant Relationship Management

    vor 2 Wochen

    Zurich, Schweiz Vontobel Holding AG Vollzeit

    **Zürich / Gotthardstrasse 43** *** - Are you passionate about the financial world? For our Senior Advisor Circle (SAC) desk focusing on Swiss domiciled private clients, 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...

  • Assistant Relationship Management

    vor 2 Wochen

    Zurich, Schweiz Bank Vontobel Vollzeit

    Assistant Relationship Management (80-100%) Wir bei Vontobel wollen unsere Zukunft aktiv gestalten. Wir schaffen und verfolgen Anlagechancen, die unsere Kunden voranbringen. Als globaler Finanzdienstleister mit Schweizer Wurzeln sind wir auf Vermögensverwaltung, aktives Asset Management und massgeschneiderte Investitionslösungen spezialisiert. Für unsere...

  • Assistant Relationship Manager

    vor 2 Wochen

    Zurich, Schweiz Robert Walters Switzerland Vollzeit

    We are looking for an Assistant Relationship Manager (Private Banking) for the German-speaking market. Assistant Relationship Manager (Private Banking) About the role: You will support Senior Relationship Managers in delivering a first-class client experience. Your key responsibilities include: - Client Support & Administration - Assist in day-to-day...

  • Assistant Relationship Management

    Vor 4 Tagen

    Zurich, Schweiz Vontobel Holding AG Vollzeit

    **Zürich / Gotthardstrasse 43** *** - Are you passionate about the financial world? For our internal employee desk, 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...

  • Assistant Relationship Manager Private Banking

    vor 1 Woche

    Zurich, Schweiz Finders SA Vollzeit

    **Client**: A leading banking group with well-established Swiss headquarters and good global reach. They offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Strong on sustainability and the environment. An entrepreneurial, fast-paced and driven place to work with an international...

  • Assistant Relationship Manager for Market Middle

    vor 2 Wochen

    Zurich, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...

  • Assistant Relationship Management

    Vor 6 Tagen

    Canton of Zurich, Schweiz Vontobel Holding AG Vollzeit

    Are you passionate about the financial world? For our Private Clients division covering Germany 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 existing dynamic and appreciate the...

  • Assistant Relationship Manager

    Vor 6 Tagen

    Zurich, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...

  • Assistant Relationship Management

    vor 2 Wochen

    Zurich, Schweiz Vontobel Vollzeit

    Your opportunity Proactively support the team in the management of their customer portfolio Independent administrative management 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...