Client Portfolio Specialist: Banking & AI Tools

Jobup; Zürich; On-site; CHF 90,000 - 120,000; Full time

Benefits offered by this job

Zurich location

Free lunch

Rooftop terraces

Open-office culture

Job summary

Vontobel SFA in Zurich is seeking a Client Associate to support the financial team in delivering high-level client service. You will manage client portfolios, handle account administration including transfers, and assist relationship managers with KYC matters.

The role emphasizes proactive risk monitoring, collaboration across teams, and onboarding new clients in a dynamic, technology-forward environment. You will work with AI-enabled tools to enhance efficiency and client outcomes.

Qualifications

• Previous banking experience required.
• Fluent in English and German.
• Strong team player focused on client service.
• Solid understanding of financial products and markets.
• Excellent IT skills and interest in AI tools.

Responsibilities

• Manage and support a diverse client portfolio.
• Oversee client account administration (cash management, transfers).
• Monitor risk and compliance indicators.
• Support KYC processes and client meetings.
• Ensure onboarding of new clients and closure of accounts.

Skills

Banking experience

English and German fluent

Team player

AI tools interest

Tools

MS Office

Job description

Vontobel SFA in Zurich is seeking a Client Associate to support the financial team in delivering high-level client service. You will manage client portfolios, handle account administration including transfers, and assist relationship managers with KYC matters.

The role emphasizes proactive risk monitoring, collaboration across teams, and onboarding new clients in a dynamic, technology-forward environment. You will work with AI-enabled tools to enhance efficiency and client outcomes.