Vontobel Beteiligungen AG
Geneva
12 hours ago
Client Associate (80% - 100%)
- 13 February 2026
- 80 – 100%
- Permanent position
- Geneva
Job summary
Join our dynamic team at Vontobel in Geneva as a Client Associate! This role offers exciting opportunities in the financial world.
Tasks
- Manage a client portfolio, prioritizing their needs and interests.
- Oversee account administration, ensuring smooth operations and compliance.
- Support relationship managers with KYC and client meeting preparations.
Skills
- Experience in banking is essential; fluency in French and English required.
- Strong communication skills and teamwork are crucial.
- Proficiency in financial products, markets, and IT tools is needed.
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About the job
Are you passionate about the financial world? Our desk covering Middle East is looking for a Client Associate to join our office in Geneva.
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 (openings, closings, 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.
What are we looking for?
Previous experience in a similar position within the banking industry.
Fluency in French, English and effective communication skills. German would be an 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 Geneva location
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.
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. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.
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