Client Associate

vor 18 Stunden


Zurich, Schweiz Vontobel Vollzeit

Are you passionate about the financial world? For our Private Clients Division covering the United Kingdom, we are looking for a highly motivated and engaged Client Associate.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.Contribute to the monitoring of business risk, in the identification of business development opportunities and with specific marketing strategiesWhat are we looking for?Previous experience in a similar position within the banking industry.Fluency in English and effective communication skills. Knowledge of German would be an advantage.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 and free lunch.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.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.Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if you don't meet all the criteria, we encourage you to apply if you're enthusiastic about the role.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 contact form.


  • Client Associate

    vor 2 Wochen


    Zurich, Schweiz Neuberger Berman Vollzeit

    **Responsibilities**: - Supporting the Sales team with their day-to-day client activity and strategic initiatives while working with the following teams: Portfolio Management, Client Services, Marketing, RFP, Compliance and Performance Team. - Conducting market research and help on business strategy/client analysis. - Supporting client and prospects-related...

  • Associate Intern

    vor 18 Stunden


    Zurich, Schweiz Prophet Vollzeit

    The RoleGreat work starts with a great foundation. And we hope to build a great foundation through our 10-week Associate Intern Program. Associates Interns dive into every detail of the business, working to gain an understanding of our clients, their growth aspirations, and what drives their customers.Associate Interns work with everyone in the firm,...


  • Zurich, Schweiz StepStone Group Vollzeit

    We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to...

  • Ecg Associate

    vor 2 Wochen


    Zurich, Schweiz BNP Paribas Vollzeit

    ECG ASSOCIATE - CORPORATE COVERAGE SWITZERLAND - CIB (JOB NUMBER: 1 B000538) **Description of the assignment** Within CIB, Corporate Coverage EMEA is responsible for advising corporate clients and delivering an array of the firm's services across strategically targeted client groups in various business sectors. In this context, the ECG Associate supports...

  • Associate, Switzerland

    vor 18 Stunden


    Zurich, Schweiz Boston Consulting Group Vollzeit

    Who We AreBoston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building...


  • Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 276496BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a true networker who loves to talk to potential clients? - Do you have a strong track record in advising and sales? Can you close a deal? - Then the Wealth...

  • Ecg Associate

    vor 2 Wochen


    Zurich, Schweiz BNP Paribas Vollzeit

    **Description of the assignment** Within CIB, Corporate Coverage EMEA is responsible for advising corporate clients and delivering an array of the firm's services across strategically targeted client groups in various business sectors. In this context, the ECG Associate supports Managing Directors (MDs) and Directors (Ds) in the management of relationships...

  • Investment Associate

    vor 18 Stunden


    Zurich, Schweiz PeakSeek Vollzeit

    Our client, a leading Secondaries fund is looking for strong additions to their team in Zurich on Associate levelResponsibilities:Support deal execution and portfolio analysis across secondary private equity transactions (LP stakes, GP-led deals, co-investments).Conduct detailed financial modeling, valuation, and due diligence on target funds and...


  • Zurich, Schweiz Metyis Vollzeit

    We are looking for an Associate for Strategy and Execution. As an Associate at Metyis, you will play a key role on our project teams and be a major driver of the results we deliver for our clients. You start guiding and transferring your knowledge to your (junior) colleagues. **What we offer**: - Develop and maintain strong business relationships with...

  • Sales Associate

    Vor 7 Tagen


    Zurich, Schweiz Loro Piana Vollzeit

    The Sales Associate represents the Company with clients. Is a professional in the sales of luxury goods, puts his/her talent at the Company service and for the satisfaction and loyalty of every customer. Cooperates for reaching the qualitative and quantitative goals set in his/her department and in the store - Is polyvalent, constantly operating to serve the...