Product Operation Specialist (80-100%) (Temporary 11 months)
Zürich / Splügenstrasse 5Do you have a high service and client orientation? Are you comfortable working in a fast-paced environment and can you contribute a highly productive style of working? Are you agile and a fast learner that strives to continuously grow as a professional?
For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are looking for a Product Operations Specialist to join our team for 11 months.
For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are looking for a Product Operations Specialist to join our team for 11 months.
What would your role be?
- Scanning physical documents into ARTS
- Uploading digital documents into ARTS
- Archiving physical documents
- Support related to the ex-VSWA harmonization, in particular the review of ARTS/BVT forms and documents for legal entities, data enrichment for SWX/BX reporting, and data clean-ups (e-mail waivers, solicitors, etc.).
- Various other Project related tasks / Support to Operation Teams
What are we looking for?
- A quick learner with the willingness to expand expertise / know-how in various business areas
- Ideally previous banking experience, within the Private Banking as a Banking Operations Specialist. Knowledge of securities products would be an advantage.
- Knowledge of Client Onboarding/Offboarding, mutation and its formalities
- Knowledge of MS Office and if possible Avaloq
- Good communication skills in English and ideally German, and able to build, maintain and enhance relationships at all levels
- Ability to improve processes, reduce risks or increase customer satisfaction
What do we offer?
- Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.
- 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. 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.
Why Vontobel?
At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability.
Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world.
Do you want to be Vontobel?