BVZH Bank Vontobel AG
Client Associate(m/w/x)
Full-timeOn-siteExperienced
Zürich
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BVBVZH Bank Vontobel AG
Client Associate(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Client portfolio management and account administration for a family-owned financial services firm. Banking industry experience and English/German fluency required. Free lunch, rooftop terraces, and latest technology.
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 with software tools
- Proficiency with MS Office
- Talented individuals
Tasks
- Support client portfolio management
- Prioritize client needs
- Manage client account administration
- Handle cash management
- Process transfers
- Execute stock exchange orders
- Monitor risk and compliance indicators
- Anticipate and mitigate new risks
- Guide relationship managers on KYC matters
- 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
Other Benefits
- Rooftop terraces
Free or Subsidized Food
- Free lunch
Modern Equipment
- Latest technology
Startup Environment
- Agile environment
Informal Culture
- Flat hierarchy
- Campus feeling
- Collaborative spirit
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(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Client portfolio management and account administration for a family-owned financial services firm. Banking industry experience and English/German fluency required. Free lunch, rooftop terraces, and latest technology.
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 with software tools
- Proficiency with MS Office
- Talented individuals
Tasks
- Support client portfolio management
- Prioritize client needs
- Manage client account administration
- Handle cash management
- Process transfers
- Execute stock exchange orders
- Monitor risk and compliance indicators
- Anticipate and mitigate new risks
- Guide relationship managers on KYC matters
- 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
Other Benefits
- Rooftop terraces
Free or Subsidized Food
- Free lunch
Modern Equipment
- Latest technology
Startup Environment
- Agile environment
Informal Culture
- Flat hierarchy
- Campus feeling
- Collaborative spirit
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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