Senior Client Associate

Vontobel; Zürich; On-site; CHF 110,000 - 140,000; Full time

Benefits offered by this job

Rooftop terraces

Free lunch

Open-office space

Flat hierarchy

Campus feeling

Job summary

Vontobel Swiss Financial Advisers (Vontobel SFA) seeks a Client Associate to support the team in managing client portfolios and administering accounts. You will monitor risk and compliance indicators and assist relation managers with KYC matters and investment proposals.

The role emphasizes a hands-on, client-first approach, collaboration in a dynamic, AI-enabled environment, and a path to deeper client service expertise within a leading Zurich firm.

Qualifications

• 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.

Responsibilities

• Take ownership and support the management of a client portfolio.
• Be the go-to expert for administration of client accounts (cash management, transfers, stock orders and control of executions).
• Support KYC matters and assist in organizing client meetings and investment proposals.

Skills

English fluency

German fluency

Communication skills

Team player

Affinity for AI

MS Office

Tools

MS Office

Job description

Role

Are you passionate about the financial world? For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are looking for a Client Associate who will help support the team.

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 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.

Qualifications and Experience

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 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.

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.

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.

Equal Opportunity

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.

Contact

If you have any questions you can contact us through our contact form.

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 over 25 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?

Private Clients

Vontobel is committed to actively managing client assets with foresight across generations. We take a holistic approach, accurately monitor the markets, anticipate trends and opportunities, and develop individual solutions. This is how we protect the entrusted assets and create optimal conditions to increase them over the long term while taking controlled risks.

Institutional Clients

Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach. Each of our boutiques draws on specialized investment talent, a strong performance culture and robust risk management. We deliver leading-edge solutions for both institutional and private clients.

Vontobel Career Page