Senior Client Associate South Africa (80-100%)

Vontobel; Zürich; Vor Ort; CHF 90.000 - 150.000; Vollzeit

Benefits dieser Stelle

Top Zurich location

Free lunch

Open‑office space

Latest technology

Agile environment

Flat hierarchy

Campus feeling

Zusammenfassung

Vontobel in Zurich seeks a Client Associate / Senior Client Associate for its Private Clients Team covering South Africa to manage client portfolios with a client‑first mindset. You will handle account administration, cash management, transfers, and execution control with a focus on risk and regulatory compliance.

You will support relationship managers on KYC matters, client meetings, and investment proposals, ensuring smooth openings and closings of accounts while delivering high‑level service.

Qualifikationen

• Previous experience in a similar position within the banking industry.
• Experience with onboarding of complex structures.
• Fluency in English and effective communication skills. German would be an added advantage.
• A strong team-player and a strong interest for a high-level client service.
• Good understanding of financial products and markets.
• Excellent IT skills (software tools, MS office).

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 managements, transfers, stock exchange orders and control of executions, fiduciary deposit renews, 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 openings and closings of accounts.

Kenntnisse

Banking experience

South Africa market knowledge

Onboarding of complex structures

KYC matters

English fluency

IT proficiency

Tools

MS Office

Jobbeschreibung

Are you passionate about the financial world? For our Private Clients Team covering South Africa we are looking for a highly motivated and engaged Client Associate / Senior Client Associate.

We have a cohesive and experienced team that has been working together harmoniously for an extended period. We value synergy that comes from our existing dynamic and appreciate the expertise that everyone brings. At the same time, we enthusiastically embrace new additions to the team, recognizing the value of fresh perspectives and innovative ideas they can contribute. We believe in fostering an inclusive and collaborative work environment where everyone’s input is valued and encouraged.

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 managements, transfers, stock exchange orders and control of executions, fiduciary deposit renews, 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 openings and closings of accounts.

What are we looking for?

• Previous experience in a similar position within the banking industry. Experience with the South African market a considerable advantage.

• Experience with onboarding of complex structures.

• Fluency in English and effective communication skills. German would be an added advantage.

• A strong team-player and a strong interest for a high-level client service.

• Good understanding of financial products and markets.

• Excellent IT skills (software tools, MS office).

What do we offer?

• Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.

• Friendly, diverse team in an open-office space.

• 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 at all levels.

• Campus feeling and a 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.

Do you want to be Vontobel?

Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.

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.