Assistant Relationship Management (100%) at Vontobel Holding AG
Zürich, ZH, Switzerland -
Full Time


Start Date

Immediate

Expiry Date

08 Sep, 25

Salary

0.0

Posted On

09 Jun, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Financial Services

Description

Zürich / Gotthardstrasse 43
Are you passionate about the financial world? For our Private Clients division covering Germany we are looking for a highly motivated and engaged Relationship Manager Assistant.
We have a cohesive and experienced team that has been working together harmoniously for an extended period. We value synergy that comes from our existing dynamic and appreciate the expertise that everyone brings. At the same time, we enthusiastically embrace new additions to the team, recognizing the value of fresh perspectives and innovative ideas they can contribute. We believe in fostering an inclusive and collaborative work environment where everyone’s input is valued and encouraged.

WHAT DO WE OFFER?

  • Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.
  • Friendly, diverse team in an open-office space with dancing walls.
  • All the latest technology to help you excel and advance.
  • Agile environment in how we think, the way we work and our trust for each other.
  • Flat hierarchy with collaboration on all levels.
  • Campus feeling and collaborative spirit.
    We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.
Responsibilities
  • Take ownership and support the management of a client portfolio, putting the client’s needs in first place.
  • Be the go-to expert when it comes to the administration of the client’s accounts (cash managements, transfers, stock exchange orders and control of executions, fiduciary deposit renews, etc.).
  • Use keen foresight in anticipating new risks through the accurate monitoring of risk and compliance indicators.
  • Guide the relationship managers in KYC related matters, support them in the organisation of client meetings and in the preparation of investment proposals.
  • Ensure the smooth openings and closings of accounts.
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