What would your role be? Take ownership and manage a client portfolio, putting the client’s needs in first place. Be responsible for the revenues of the book, managing the volume of work, and demand of the clients. 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. Guide the relationship managers in KYC related matters, support them in the organization of client meetings, and in the preparation of investment proposals. Ensure the smooth openings and closings of accounts.
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.
