Dein persönlicher KI-Karriere-Agent
Senior Client Associate(m/w/x)
Managing client portfolios and administering accounts for a financial services firm. Experience with complex onboarding and English fluency required. Rooftop terraces, free lunch, and latest technology.
Anforderungen
- Previous experience in banking industry
- Experience with South African market (advantageous)
- Experience with onboarding of complex structures
- Fluency in English
- Effective communication skills
- German language skills (advantageous)
- Team-player
- Interest in high-level client service
- Good understanding of financial products
- Good understanding of financial markets
- Excellent IT skills
- MS Office proficiency
- Talented individuals encouraged to apply
Aufgaben
- Manage client portfolio
- Prioritize client needs
- Administer client accounts
- Handle cash management
- Process transfers
- Execute stock exchange orders
- Monitor risk and compliance
- Anticipate new risks
- Guide relationship managers on KYC
- Support client meeting organization
- Prepare investment proposals
- Ensure smooth account openings
- Ensure smooth account closings
Berufserfahrung
- ca. 4 - 6 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Englisch – fließend
- Deutsch – Grundkenntnisse
Tools & Technologien
- MS Office
Benefits
Modernes Büro
- Collaboration spaces
- Open-office space
Sonstige Vorteile
- Rooftop terraces
Gratis oder Vergünstigte Mahlzeiten
- Free lunch
Moderne Technikausstattung
- Latest technology
Startup-Atmosphäre
- Agile environment
Lockere Unternehmenskultur
- Flat hierarchy
- Campus feeling
- Collaborative spirit
Noch nicht perfekt?
- BVZH Bank Vontobel AGVollzeitnur vor OrtSeniorZürich
- BVZH Bank Vontobel AG
Client Associate(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - BVZH Bank Vontobel AG
Senior Client Associate CEE(m/w/x)
Vollzeitnur vor OrtSeniorZürich - BVZH Bank Vontobel AG
Senior Client Associate CEE(m/w/x)
Vollzeitnur vor OrtSeniorZürich - BVZH Bank Vontobel AG
Client Associate(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich
Senior Client Associate(m/w/x)
Managing client portfolios and administering accounts for a financial services firm. Experience with complex onboarding and English fluency required. Rooftop terraces, free lunch, and latest technology.
Anforderungen
- Previous experience in banking industry
- Experience with South African market (advantageous)
- Experience with onboarding of complex structures
- Fluency in English
- Effective communication skills
- German language skills (advantageous)
- Team-player
- Interest in high-level client service
- Good understanding of financial products
- Good understanding of financial markets
- Excellent IT skills
- MS Office proficiency
- Talented individuals encouraged to apply
Aufgaben
- Manage client portfolio
- Prioritize client needs
- Administer client accounts
- Handle cash management
- Process transfers
- Execute stock exchange orders
- Monitor risk and compliance
- Anticipate new risks
- Guide relationship managers on KYC
- Support client meeting organization
- Prepare investment proposals
- Ensure smooth account openings
- Ensure smooth account closings
Berufserfahrung
- ca. 4 - 6 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Englisch – fließend
- Deutsch – Grundkenntnisse
Tools & Technologien
- MS Office
Benefits
Modernes Büro
- Collaboration spaces
- Open-office space
Sonstige Vorteile
- Rooftop terraces
Gratis oder Vergünstigte Mahlzeiten
- Free lunch
Moderne Technikausstattung
- Latest technology
Startup-Atmosphäre
- Agile environment
Lockere Unternehmenskultur
- Flat hierarchy
- Campus feeling
- Collaborative spirit
Über das Unternehmen
BVZH Bank Vontobel AG
Branche
FinancialServices
Beschreibung
The company is a family-owned and publicly listed firm committed to long-term thinking and sustainability.
Noch nicht perfekt?
- BVZH Bank Vontobel AG
Senior Client Associate(m/w/x)
Vollzeitnur vor OrtSeniorZürich - BVZH Bank Vontobel AG
Client Associate(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - BVZH Bank Vontobel AG
Senior Client Associate CEE(m/w/x)
Vollzeitnur vor OrtSeniorZürich - BVZH Bank Vontobel AG
Senior Client Associate CEE(m/w/x)
Vollzeitnur vor OrtSeniorZürich - BVZH Bank Vontobel AG
Client Associate(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich