Client Portfolio Specialist – Wealth & KYC (Zurich)

Vontobel Asset Management, Inc.; Zürich; Hybrid; CHF 90.000 - 120.000; Vollzeit

Benefits dieser Stelle

Free lunch

Rooftop terraces

Open-office space

Latest technology

Agile culture

Flat hierarchy

Campus feeling

Zusammenfassung

Vontobel Swiss Financial Advisers (Vontobel SFA) is seeking a Client Associate to support the team in managing client portfolios, handling account administration, and assisting with risk monitoring and KYC processes. The role emphasizes exceptional client service and collaboration within a fast-paced banking environment.

Fluency in English and German, strong IT skills, and a proactive, team-oriented mindset are essential for success.

Qualifikationen

• Previous experience in a similar position within the banking industry.
• Fluency in English and German and effective communication skills.
• A strong team player with a strong interest in delivering high-level client service.
• Good understanding of financial products and markets.
• Excellent IT skills (software tools, MS office).
• Affinity for Artificial Intelligence (AI) and a willingness to embrace AI-enabled tools and ways of working.

Aufgaben

• 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 management, transfers, stock exchange orders and control of executions, fiduciary deposit renewals, 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 organization of client meetings and in the preparation of investment proposals.
• Ensure the smooth onboarding of new clients and the timely closure of client accounts.

Kenntnisse

English fluency

German fluency

Communication skills

Team player

Client service

MS Office

Tools

MS Office

Jobbeschreibung

Vontobel Swiss Financial Advisers (Vontobel SFA) is seeking a Client Associate to support the team in managing client portfolios, handling account administration, and assisting with risk monitoring and KYC processes. The role emphasizes exceptional client service and collaboration within a fast-paced banking environment.

Fluency in English and German, strong IT skills, and a proactive, team-oriented mindset are essential for success.