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BVBVZH Bank Vontobel AG

Account Manager(m/w/x)

Zürich
Full-timeOn-siteSenior

Administering client accounts, including cash management and transfers, for a sustainability-focused financial firm. 5 years banking industry experience and trilingual fluency (DE, EN, PT) required. Free lunch.

Requirements

  • Bachelor’s or master’s degree
  • Minimum of 5 years of relevant experience within the banking industry
  • Fluency in German, English, and Portuguese
  • Spanish language skills advantageous
  • Strong team-player
  • Strong interest in high-level client service
  • Good understanding of financial products and markets
  • Excellent IT skills
  • Proficiency in software tools and MS Office

Tasks

  • Manage a client portfolio with a focus on client needs
  • Administer client accounts, including cash management and transfers
  • Monitor risk and compliance indicators to anticipate new risks
  • Handle client requests and guide them through complex cases
  • Facilitate smooth account openings and closings
  • Generate revenue for a book of clients

Work Experience

  • 5 years

Education

  • Bachelor's degreeOR
  • Master's degree

Languages

  • GermanBusiness Fluent
  • EnglishBusiness Fluent
  • PortugueseBusiness Fluent
  • SpanishBasic

Tools & Technologies

  • MS Office

Benefits

Parking & Commuter Benefits

  • Top Zurich location

Free or Subsidized Food

  • Free lunch

Informal Culture

  • Friendly, diverse team
  • Flat hierarchy
  • Collaborative spirit

Modern Office

  • Open-office space

Modern Equipment

  • Latest technology

Startup Environment

  • Agile environment
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of BVZH Bank Vontobel AG and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.

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