Senior Client Associate

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

Join Vontobel SFA as a Client Associate, supporting our financial team. Enjoy a vibrant work culture with great benefits.

Tasks

• Manage and support a diverse client portfolio effectively.
• Oversee account administration, including cash management and transfers.
• Anticipate risks through diligent monitoring of compliance indicators.

Skills

• Experience in banking, fluent in English and German.
• Strong team player focused on high-level client service.
• Proficient in IT, with an interest in AI tools.

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.

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’ve 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.