Senior Client Associate

Bank Vontobel; Zürich; On-site; CHF 70,000 - 100,000; Full time

Job summary

Vontobel Swiss Financial Advisers (Vontobel SFA) is seeking a Client Associate to support the team in Zurich. You will manage client portfolios, oversee account administration, and help ensure smooth onboarding and timely account closures.

You will monitor risk and compliance indicators, assist relationship managers with KYC and meeting organization, and bring a strong client-service mindset backed by solid knowledge of financial products and markets, plus proficient IT skills.

Qualifications

• Experience in a similar banking role.
• Fluency in English and German.
• Strong ability to deliver high-level client service.
• Solid understanding of financial products and markets.
• Excellent IT skills (MS Office).

Responsibilities

• Take ownership and support management of a client portfolio.
• Administer client accounts (cash management, transfers, orders, renewals).
• Monitor risk and compliance indicators.
• Support relationship managers with KYC matters and meeting prep.
• Ensure smooth onboarding of new clients and timely closure of accounts.

Skills

Banking experience

English proficiency

German proficiency

Client service mindset

Team player

MS Office proficiency

Tools

MS Office

Job description

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.

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.

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.

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.