Account Manager (100%)
Vontobel Beteiligungen AG
Zurich
Key information
- Publication date:29 November 2025
- Workload:100%
- Contract type:Permanent position
- Place of work:Zurich
Job summary
Join Vontobel's team in Zurich, dedicated to private client advising. Enjoy a collaborative work environment with great benefits.
Tasks
- Manage client portfolios with a client-first approach.
- Be the expert in client account administration and support.
- Anticipate risks and handle complex client requests independently.
Skills
- Bachelor's or master's degree and 5 years of banking experience.
- Fluency in German, English, and Portuguese; Spanish is a plus.
- Strong team player with excellent IT skills in MS Office.
Is this helpful?
Are you a client focused individual with a strong background in advising private clients across various asset classes? Then you could be the ideal fit for our division covering Brazil.
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 (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
Handle client requests independently as well as guiding clients independently through more complex cases
Ensure the smooth openings and closings of accounts
Be responsible for the generation of revenue for a book of clients
What are we looking for?
Bachelor’s or master’s degree plus a minimum of 5 years of relevant experience within the banking industry
Fluency in German, English and Portuguese with the ability to communicate what you know, especially to non-experts. Spanish would be an added 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 Zurich location and free lunch
Friendly, diverse team in an open-office space with dancing walls
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
Campus feeling and collaborative spirit
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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