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 management, transfers, stock exchange orders and control of executions, fiduciary deposit renewals, 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 onboarding of new clients and the timely closure of client 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.
