WM Assistant

At Vontobel, we are committed to actively shaping our future. We create and pursue investment opportunities that get our clients ahead. As a global financial service provider with Swiss roots, we specialize in wealth management, active asset management and investment solutions that fit.

For our Wealth Management Division in Geneva we are looking for a highly motivated and engaged Relationship Manager Assistant.

Your opportunity

  • Support the team in the management of HNW and UHNW Swiss Resident Clients,
  • Insure the client Service continuity on a Daily Basis (direct clients contacts, based on long term relationships),
  • Assist the Relationship Managers in the organization of the client meetings,
  • Strong collaboration and Interaction with Team Members,
  • Independent administrative management of client accounts, deadlines, KYC, client journal,
  • Various administrative tasks (account openings/closings documents, deal with fees and commissions).

 

You bring

  • Previous successful experience in a similar position within the banking industry (min. 10 years),
  • Effective communication skills with an innate ability and strong interest for a high level client service

You are

  • Team Player able to work under pressure with strong organizational skills,
  • Curious, flexible, and highly motivated, good understanding of financial products and markets,
  • Up to date experience with IT Financial tools,
  • Fluent in French and English, good knowledge of German would be an asset,
  • Swiss or valid work permit.

 

Thank you for the time to consider Vontobel. We appreciate you taking the time to submit your application. Our Talent Acquisition team will carefully assess your application and will respond to you in a timely manner.

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

 

Location

Genf / Rue du Rhône 31