Senior Assistant / Account Manager (fixed term - 1 year)

Job content

At Vontobel, we are committed to actively shaping our future. We create and pursue investment opportunities that get our clients ahead. As a global investment house with Swiss roots, we focus on wealth management for private clients, active asset management and tailor-made investment solutions. We promote new thinking to evolve into a more data-driven company with strong design thinking and agile working practices.

We are looking for a Senior Assistant/Account Manager. You would be part of a highly motivated, strong implementing and committed international "Wealth Management Middle-East" team, which is open to new things and looks forward to ideas from your side with curiosity. Your place of work would be Geneva.

Your opportunity

• Comprehensive advice and support for existing clients in all wealth management matters
• Support in the acquisition of wealth management clients in compliance with legislation
• Account openings and account balancing, account transfers incl. KYC
• Processing and execution of buy and sell orders for stock exchange transactions (trading clients)
• Keeping client journals and permanent client data maintenance Ensuring internal guidelines (compliance, ICS, transaction clarifications)
• Administrative and client-related support of the relationship managers, including assistance in preparing client meetings
• Participation in client events
• Supporting the preparation of investment and reallocation proposals, carrying out portfolio analyses and preparing presentations for client meetings
• Maintaining client data in the CRM, contact person for clients in administrative matters, processing correspondence, monitoring pending matters
• Maintaining client dossiers, preparing acquisition talks and client meetings
• Coordination tasks between client advisors and internal stakeholders such as Legal & Compliance, Crossborder, Risk etc. in all legal and regulatory matters of our division
• Carrying out clarifications and research in connection with the duty of care
  

You bring

• Commercial training at a bank with appropriate further training or a degree with initial banking experience
• Very good command of KYC and Compliance issues (mandatory)
• At least 3 years’ experience as an Assistant Relationship Manager or initial experience as a Junior Relationship Manager
• Excellent PC user skills (MS Office: Word, Power Point and especially Excel)
  

You are

• Highly motivated with an entrepreneurial spirit, you are a team player able to work under pressure
• Fluent in French and English, good Arabic skills would be an asset, High customer and service orientation
• Great willingness to learn and commit, very good, organizational skills, independent and precise way of working, impeccable as well as discreet manners
• Reliable, resilient, team player, motivated and loyal personality with a confident appearance
  

Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

If you have any questions you can contact us through our contact form .