Client Associate
Vontobel Beteiligungen AG
Basel
Key information
- Publication date:22 January 2026
- Workload:100%
- Contract type:Permanent position
- Place of work:Basel
Job summary
Join Vontobel as a Client Associate in Basel, supporting client advisors. Enjoy a collaborative environment with opportunities for growth.
Tasks
- Provide administrative support to wealth management client advisors.
- Manage agendas and coordinate meetings with clients and teams.
- Handle customer administration and ensure data accuracy in CRM.
Skills
- Bank training and experience in wealth management required.
- Strong PC skills, especially in MS Office applications.
- Excellent customer service orientation and organizational skills.
Is this helpful?
To expand our branch in Basel, we are looking for a Client Associate.
What would your role be?
Administrative and client-related support for client advisors in Basel
Agenda management: planning, organizing, and coordinating meetings
Independent handling of client administration in the areas of account openings, account transfers, and account reconciliations as well as continuous client data maintenance in the CRM
Execution and monitoring of client orders as well as independent client support in the absence of client advisors (i.e., handling daily business as well as processing stock exchange orders, fixed-term deposits, products, clarifications, etc.)
Preparation and follow-up of client visits and business trips
Handling general correspondence in German, English, and French
Daily contact via email, telephone, or in person with clients and internal interfaces
What are we looking for?
Completed banking training at a reputable bank as well as qualified experience as an assistant in wealth management is required
Banking experience, especially in the processing and process area in asset management
Excellent PC user skills (MS Office: Word, PowerPoint, and Excel)
High customer and service orientation
Strong willingness to learn and commitment as well as very good organizational skills
Independent, structured, and precise way of working
Reliable, flexible, resilient, team-oriented, motivated, and loyal personality
High sense of discretion and a well-groomed appearance
Very good German and English skills (spoken and written); good French skills desired
What do we offer?
We work according to agile principles, especially in our mindset, methods, and mutual trust – always aware of our environment
A modern, technologically up-to-date environment
Would you like to further develop your skills? We are happy to support you with training and certifications
Teamwork is important to us: We always share valuable knowledge and skills with each other – One Vontobel
Our work culture is characterized by short communication paths and direct cross-departmental contact in an open office
Who are we looking for? We are looking for talented people, not just resumes that tick all the boxes. Even if you do not meet all the requirements, we encourage you to apply if this role sounds right for you.
At Vontobel, you not only shape a better future for our clients and society but also for yourself. We employ more than 2,000 dedicated employees at 28 locations worldwide, with headquarters in Zurich.
Does this sound good so far? Then please apply online. We look forward to meeting you.
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