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Client Associate(m/w/x)
Description
In this Geneva-based role, you will drive the Middle East desk's success by managing complex account administration and ensuring compliance while proactively supporting relationship managers.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
Requirements
- •Previous experience in similar banking position
- •Fluency in French and English
- •Effective communication skills
- •German language skills (advantageous)
- •Strong teamwork and client service interest
- •Understanding of financial products and markets
- •Excellent IT and MS Office skills
- •Talented and good fit for role
- •Enthusiasm for the role
Work Experience
approx. 1 - 4 years
Tasks
- •Manage and support a client portfolio
- •Prioritize client needs in all interactions
- •Administer client account openings and closings
- •Handle cash management and transfers
- •Process stock exchange orders and monitor executions
- •Manage fiduciary deposit renewals
- •Monitor risk and compliance indicators
- •Anticipate potential risks through accurate oversight
- •Guide relationship managers on KYC matters
- •Organize client meetings
- •Prepare investment proposals
Tools & Technologies
Languages
French – Business Fluent
English – Business Fluent
German – Basic
Benefits
Parking & Commuter Benefits
- •Top Geneva location
Modern Equipment
- •Latest technology
Startup Environment
- •Agile work environment
Informal Culture
- •Flat hierarchy
- •Collaboration on all levels
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Client Associate(m/w/x)
The AI Job Search Engine
Description
In this Geneva-based role, you will drive the Middle East desk's success by managing complex account administration and ensuring compliance while proactively supporting relationship managers.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
Requirements
- •Previous experience in similar banking position
- •Fluency in French and English
- •Effective communication skills
- •German language skills (advantageous)
- •Strong teamwork and client service interest
- •Understanding of financial products and markets
- •Excellent IT and MS Office skills
- •Talented and good fit for role
- •Enthusiasm for the role
Work Experience
approx. 1 - 4 years
Tasks
- •Manage and support a client portfolio
- •Prioritize client needs in all interactions
- •Administer client account openings and closings
- •Handle cash management and transfers
- •Process stock exchange orders and monitor executions
- •Manage fiduciary deposit renewals
- •Monitor risk and compliance indicators
- •Anticipate potential risks through accurate oversight
- •Guide relationship managers on KYC matters
- •Organize client meetings
- •Prepare investment proposals
Tools & Technologies
Languages
French – Business Fluent
English – Business Fluent
German – Basic
Benefits
Parking & Commuter Benefits
- •Top Geneva location
Modern Equipment
- •Latest technology
Startup Environment
- •Agile work environment
Informal Culture
- •Flat hierarchy
- •Collaboration on all levels
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.
- Barclays Bank SA/UAE
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