Transaction Banking Account Manager – Institutional Clients

at  Vontobel Holding AG

Zürich / Bleicherweg 21
Are you an experienced account manager / business manager looking for your next challenge? We are currently looking for a highly driven candidate to cover institutional clients (banks, asset managers, regulated financial institutions). The account manager is responsible for client inquiries, coordination of client requests with internal stakeholders, and data analytics as well as onboarding.
Additionally, the role involves a lot of process improvements starting with efficient contract setups, onboardings, maintenance of the homepage. There are a lot of requirements in the below, but it is not necessary that the successful candidate needs to have the full skillset. If the candidate is keen and willing to learn, that is more important. The beauty of this role is that you can act as an entrepreneur and have a clear impact and that is what we are looking for.

What would your role be?

• Account Manager tasks – Mailbox, client inquiries
• Revising contracts (streamline, improve, processes)
• Efficiency improvements (questions every task and tries to improve status quo)
• Periodic reviews of institutional accounts (mainly banks, asset managers)
• Assistance with invoices/onboarding, documentations and improvement of processes
• Business management tasks
• Coordination of Marketing Events for Clients
• Acting client and process centric with automation and improvement in mind
• Tableau Poweruser
• Data Analytics Tasks and client management together with head of electronic trading solutions

What are we looking for?

• Minimum of two years of experience in coverage of institutional clients
• Experience in processes (onboarding, contracts, billing)
• Experience in trading, custody and FX as well as data science is a big plus
• Tech- and process driven person – Improving status quo is key in our team
• Willingness to collaborate with business managers and strong networker within the company
• Friendly and outgoing, client centric personality
• Fast learner / idependent worker
• Ability to connect and build a valuable network within Vontobel and amongst clients
• Data Analyst skills (SQL, Tableau and Excel)
• Tableau and Avaloq knowledge is a big plus

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 at all levels.
• Campus feeling and a 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.
At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich.
We are both majority family-owned and publicly listed. Our capacity for long-term focus on topics such as sustainability is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. Do you want to be Vontobel?

• Account Manager tasks – Mailbox, client inquiries
• Revising contracts (streamline, improve, processes)
• Efficiency improvements (questions every task and tries to improve status quo)
• Periodic reviews of institutional accounts (mainly banks, asset managers)
• Assistance with invoices/onboarding, documentations and improvement of processes
• Business management tasks
• Coordination of Marketing Events for Clients
• Acting client and process centric with automation and improvement in mind
• Tableau Poweruser
• Data Analytics Tasks and client management together with head of electronic trading solution