BVZH Bank Vontobel AG
Account Manager(m/w/x)
Full-timeOn-siteSenior
Zürich
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Client portfolio management with cash management, transfers, and risk monitoring for private banking clients. 5 years banking experience and trilingual fluency (DE, EN, PT) required. Free lunch, top Zurich office.
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
- German – Business Fluent
- English – Business Fluent
- Portuguese – Business Fluent
- Spanish – Basic
Tools & Technologies
- MS Office
Benefits
Free or Subsidized Food
- Top Zurich location and free lunch
Informal Culture
- Friendly, diverse team
- Flat hierarchy
- Collaborative spirit
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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Client portfolio management with cash management, transfers, and risk monitoring for private banking clients. 5 years banking experience and trilingual fluency (DE, EN, PT) required. Free lunch, top Zurich office.
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
- German – Business Fluent
- English – Business Fluent
- Portuguese – Business Fluent
- Spanish – Basic
Tools & Technologies
- MS Office
Benefits
Free or Subsidized Food
- Top Zurich location and free lunch
Informal Culture
- Friendly, diverse team
- Flat hierarchy
- Collaborative spirit
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.
About the Company
BVZH Bank Vontobel AG
Industry
FinancialServices
Description
The company is a family-owned and publicly listed firm committed to long-term thinking and sustainability.
Not a perfect match?
- BVZH Bank Vontobel AG
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