Senior Client Associate South Africa (80-100%)

Vontobel

Zürich, Switzerland
On-site
Client portfolio management
Client account administration
Risk and compliance monitoring
Vontobel is seeking a highly motivated Senior Client Associate for their Private Clients Team, focusing on the South African market. The role involves managing client portfolios, ensuring top-level client service, and collaborating within a cohesive team

Job Summary

  • 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.
  • Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.

Matching Summary

Match Score: 85

Vontobel is seeking a highly motivated Senior Client Associate for their Private Clients Team, focusing on the South African market. The role involves managing client portfolios, ensuring top-level client service, and collaborating within a cohesive team.

Skills & Requirements

Must-have

  • Client portfolio management
  • Client account administration
  • Risk and compliance monitoring
  • KYC related matters
  • Financial products and markets understanding
  • Excellent IT skills

Nice-to-have

  • Cohesive and experienced team
  • Fresh perspectives and innovative ideas
  • Inclusive and collaborative work environment
  • High-level client service interest

Key Requirements

  • Previous banking industry experience
  • Experience with onboarding complex structures
  • Fluency in English
  • German language skills (advantageous)
  • Experience with South African market (advantageous)

Work Rights

Not specified

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