BVZH Bank Vontobel AG
Senior Client Associate(m/w/x)
Full-timeOn-siteSenior
Zürich
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BVBVZH Bank Vontobel AG
Senior Client Associate(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Managing client portfolios and administering accounts for a financial services firm. Experience with complex onboarding and English fluency required. Rooftop terraces, free lunch, and latest technology.
Requirements
- Previous experience in banking industry
- Experience with South African market (advantageous)
- Experience with onboarding of complex structures
- Fluency in English
- Effective communication skills
- German language skills (advantageous)
- Team-player
- Interest in high-level client service
- Good understanding of financial products
- Good understanding of financial markets
- Excellent IT skills
- MS Office proficiency
- Talented individuals encouraged to apply
Tasks
- Manage client portfolio
- Prioritize client needs
- Administer client accounts
- Handle cash management
- Process transfers
- Execute stock exchange orders
- Monitor risk and compliance
- Anticipate new risks
- Guide relationship managers on KYC
- Support client meeting organization
- Prepare investment proposals
- Ensure smooth account openings
- Ensure smooth account closings
Work Experience
- approx. 4 - 6 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Fluent
- German – Basic
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
Senior Client Associate(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Managing client portfolios and administering accounts for a financial services firm. Experience with complex onboarding and English fluency required. Rooftop terraces, free lunch, and latest technology.
Requirements
- Previous experience in banking industry
- Experience with South African market (advantageous)
- Experience with onboarding of complex structures
- Fluency in English
- Effective communication skills
- German language skills (advantageous)
- Team-player
- Interest in high-level client service
- Good understanding of financial products
- Good understanding of financial markets
- Excellent IT skills
- MS Office proficiency
- Talented individuals encouraged to apply
Tasks
- Manage client portfolio
- Prioritize client needs
- Administer client accounts
- Handle cash management
- Process transfers
- Execute stock exchange orders
- Monitor risk and compliance
- Anticipate new risks
- Guide relationship managers on KYC
- Support client meeting organization
- Prepare investment proposals
- Ensure smooth account openings
- Ensure smooth account closings
Work Experience
- approx. 4 - 6 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Fluent
- German – Basic
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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