BVZH Bank Vontobel AG
Client Associate(m/w/x)
Full-timeOn-siteExperienced
Zürich
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BVBVZH Bank Vontobel AG
Client Associate Employee Desk(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Client portfolio support and account administration for a family-owned financial services firm. Banking industry experience and fluent English/German required. Free lunch and latest technology provided.
Requirements
- Previous experience in banking industry
- English and German fluency
- Effective communication skills
- Team-player
- Interest in high-level client service
- Good understanding of financial products and markets
- Excellent IT skills
- Proficiency in MS Office
- Willingness to apply even if not all requirements met
Tasks
- Support client portfolio management
- Prioritize client needs
- Administer client accounts
- Manage cash and transfers
- Execute stock exchange orders
- Monitor risk and compliance
- Renew fiduciary deposits
- Anticipate new risks
- Guide relationship managers on KYC
- Organize client meetings
- Prepare investment proposals
- Ensure smooth account openings and closings
Work Experience
- approx. 1 - 4 years
Education
- High school diploma
Languages
- English – Business Fluent
- German – Business Fluent
Tools & Technologies
- MS Office
Benefits
Modern Office
- Collaboration spaces
- Open-office space
Free or Subsidized Food
- 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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BVBVZH Bank Vontobel AG
Client Associate Employee Desk(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Client portfolio support and account administration for a family-owned financial services firm. Banking industry experience and fluent English/German required. Free lunch and latest technology provided.
Requirements
- Previous experience in banking industry
- English and German fluency
- Effective communication skills
- Team-player
- Interest in high-level client service
- Good understanding of financial products and markets
- Excellent IT skills
- Proficiency in MS Office
- Willingness to apply even if not all requirements met
Tasks
- Support client portfolio management
- Prioritize client needs
- Administer client accounts
- Manage cash and transfers
- Execute stock exchange orders
- Monitor risk and compliance
- Renew fiduciary deposits
- Anticipate new risks
- Guide relationship managers on KYC
- Organize client meetings
- Prepare investment proposals
- Ensure smooth account openings and closings
Work Experience
- approx. 1 - 4 years
Education
- High school diploma
Languages
- English – Business Fluent
- German – Business Fluent
Tools & Technologies
- MS Office
Benefits
Modern Office
- Collaboration spaces
- Open-office space
Free or Subsidized Food
- 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.
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