Senior Private Client Associate — SA Portfolio Growth

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

Benefits dieser Stelle

Free lunch

Diverse team

Modern technology

Flat hierarchy

Campus feel

Zusammenfassung

Vontobel in Zurich is seeking a Client Associate / Senior Client Associate for its Private Clients Team. You will take ownership of a client portfolio, acting as the go-to expert for account administration, cash management, transfers and order execution.

The role emphasizes risk and compliance awareness, KYC support for relationship managers, assisting with client meetings and investment proposals, and ensuring smooth openings and closings of accounts.

Qualifikationen

• Previous banking experience in a client-facing role.
• Experience with onboarding of complex structures.
• Fluency in English; German a plus.
• Strong communication and team player.
• Good understanding of financial products and markets.
• Excellent IT skills (MS Office).

Aufgaben

• Own and manage a client portfolio with a client-centric approach.
• Administer client accounts, cash management, transfers and orders.
• Monitor risk and compliance indicators to anticipate issues.
• Support relationship managers with KYC and investment proposals.
• Coordinate opening and closing of client accounts.

Kenntnisse

Banking experience

Onboarding complex structures

KYC knowledge

Risk & compliance awareness

English fluency

MS Office / IT skills

Tools

MS Office suite

CRM tools

Jobbeschreibung

Vontobel in Zurich is seeking a Client Associate / Senior Client Associate for its Private Clients Team. You will take ownership of a client portfolio, acting as the go-to expert for account administration, cash management, transfers and order execution.

The role emphasizes risk and compliance awareness, KYC support for relationship managers, assisting with client meetings and investment proposals, and ensuring smooth openings and closings of accounts.