Zurich-Based Private Clients Account Manager, CEE & ME

Vontobel Holding AG; Zürich; Vor Ort; CHF 90.000 - 120.000; Vollzeit

Zusammenfassung

Vontobel Holding AG in Zürich is seeking an Account Manager to own and manage a client portfolio covering CEE, prioritizing client needs and revenue growth. You will be the go-to expert for account administration including cash management, transfers, stock orders and execution control.

You will monitor risk and compliance indicators, support KYC-related matters with relationship managers, help organize client meetings and investment proposals, and ensure smooth openings and closings of accounts.

Aufgaben

• Take ownership and manage a client portfolio with focus on client needs.
• Be responsible for revenues of the book and demand management.
• Administer accounts (cash management, transfers, stock orders, execution control).
• Monitor risk and compliance indicators with foresight.
• Guide relationship managers on KYC matters and assist in client meetings.
• Ensure smooth openings and closings of accounts.

Jobbeschreibung

Vontobel Holding AG in Zürich is seeking an Account Manager to own and manage a client portfolio covering CEE, prioritizing client needs and revenue growth. You will be the go-to expert for account administration including cash management, transfers, stock orders and execution control.

You will monitor risk and compliance indicators, support KYC-related matters with relationship managers, help organize client meetings and investment proposals, and ensure smooth openings and closings of accounts.