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BVZH Bank Vontobel AG
2d ago

Client Associate(m/w/x)

Genf
Full-timeOn-siteExperienced

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.

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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

MS Office

Languages

FrenchBusiness Fluent

EnglishBusiness Fluent

GermanBasic

Benefits

Parking & Commuter Benefits

  • Top Geneva location

Modern Equipment

  • Latest technology

Startup Environment

  • Agile work environment

Informal Culture

  • Flat hierarchy
  • Collaboration on all levels
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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