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Transaction Banking Account Manager – Internal Clients (100%)

Zürich / Bleicherweg 21
Interested? Apply here
Are you an experienced account manager/RM looking for your next challenge? We are currently looking for a highly driven candidate to cover our internal clients (Institutional Client & SFA). The account manager is responsible for internal clients inquiries, coordination of client requests with internal stakeholders and onboarding. Additional tasks like the support coverage of external clients may be an option on the long run but not the main task.

Additionally, the role involves process improvements starting with efficient contract setups a solid skillset in various banking products like trading, FX, payments, data analytics and asset management as well as legal/compliance know how is key. The candidate must be keen and willing to learn fast and build up an internal network within a short time. 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 and RM tasks – Mailbox, client inquiries, setting up new processes
  • Provide a top notch service to these important internal partners
  • Revising contracts (streamline, improve, processes)
  • Building an excellent network amongst internal stakeholders
  • Efficiency improvements (questions every task and improve status quo)
  • Periodic reviews of institutional accounts (internal clients)
  • Assistance with invoices/onboarding, documentations
  • Excellent listener
  • Business management tasks
  • Acting client and process centric with automation and improvement in mind

What are we looking for?

  • Minimum of four years of experience in a similar role
  • Experience in processes (onboarding, contracts, )
  • Experience in relationship management, trading, custody and FX, payments,
  • Tech- and process driven person
  • English, German (native) is a must, French and Italian a plus
  • Willingness and talent to collaborate with business managers and a very strong networker within the company
  • Friendly, outgoing and client centric personality
  • Fast learner / independent worker
  • Avaloq knowledge is a big plus
  • Experience in change management and a very structured way of working

What do we offer?

  • Top Zurich location with collaboration spaces (including rooftop terraces) and free cantine.
  • Friendly, diverse team in an open-office space
  • 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. 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?

Interested? Apply here

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