Client Associate (80%-100%)

About the job

Your Tasks

• You independently manage and support the administration of a client portfolio, always keeping the needs of our clients at the centre.
• You are the first point of contact for administrative matters related to client relationships, such as cash management, transfers, stock exchange orders and their monitoring, renewals of fiduciary deposits, as well as other account activities.
• You identify potential risks early through careful monitoring of risk and compliance indicators.
• You support the Relationship Managers with KYC matters, organising client appointments, and preparing investment proposals.
• You ensure a smooth onboarding of new clients as well as the timely closure of client relationships.

Your Profile

• You have experience in a comparable role within the banking industry.
• You communicate fluently in German and have good English skills as well as strong communication abilities.
• You are a team-oriented personality with a high service orientation and enjoy direct client contact.
• You have good knowledge of financial products and financial markets.
• You bring very good IT user skills, especially in MS Office and other digital tools.
• You have an affinity for Artificial Intelligence (AI) and are willing to actively use AI-supported tools and modern working methods.

What We Offer You

• An attractive workplace in the heart of Zurich with modern work and meeting spaces and free lunch.
• A collegial and diverse team in an open and dynamic working environment.
• State-of-the-art technologies that support you in your daily work and professional development.
• An agile work environment with a culture of trust, personal responsibility, and collaboration.
• Flat hierarchies and uncomplicated exchange at all levels.
• An inspiring campus atmosphere with strong team spirit and pronounced collaboration.

We are looking for talented people, not just a CV that meets all requirements. Even if you do not meet all the criteria, we look forward to your application if you feel this position suits you well.

Why Vontobel?

At Vontobel, you shape better future prospects for our clients, for society, and for yourself. As a family-run and publicly listed company with over 2,000 employees at 29 locations worldwide and headquarters in Zurich, we focus on long-term thinking and sustainable action.

Our diverse team values different perspectives. We seek people who are committed, take responsibility, and want to succeed in a dynamic, constantly changing environment. Even if you do not meet all the requirements, we explicitly encourage you to apply if you are enthusiastic about the role.

Would you like to become part of Vontobel?