Senior Private Client Associate - Portfolio & Admin Lead

Vontobel Holding AG; Zürich; Hybrid; CHF 90.000 - 130.000; Vollzeit

Zusammenfassung

Vontobel Holding AG in Zürich is seeking a Senior Client Associate to support the Private Clients Team handling South Africa. You will take ownership of client portfolios and act as the go-to expert for account administration, including cash management, transfers, and exchanges.

The role offers an 80-100% workload with a strong client-focused environment. The position emphasizes collaboration within a cohesive team and invites fresh perspectives while delivering high-quality financial services

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.).

Jobbeschreibung

Vontobel Holding AG in Zürich is seeking a Senior Client Associate to support the Private Clients Team handling South Africa. You will take ownership of client portfolios and act as the go-to expert for account administration, including cash management, transfers, and exchanges.

The role offers an 80-100% workload with a strong client-focused environment. The position emphasizes collaboration within a cohesive team and invites fresh perspectives while delivering high-quality financial services