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Relationship Manager Assistant (100%)

       
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 (100%).

Your challenge:

  • 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)

Your qualification:

  • 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,
  • Strong organizational skills, team player able to work under pressure,
  • 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.

Only direct applications desired.

Contact:

Agata Patarin, Corporate Human Resources, +41 58 283 26 20

Take ownership and bring opportunities to life. Be Vontobel.
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