Zurück zur Übersicht

 

Relationship Manager Assistant (temporary 12 months)

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 Lugano we are looking for a highly motivated and engaged Relationship Manager Assistant on a 12 month temporary assignment.

Your opportunity

• Support the team in the management of their customer portfolio,


• Independent administrative management of client accounts and transactions (cash managements, transfers, stock exchange orders and control of executions, fiduciary deposit renewals, etc.)


• Assist the Relationship Managers in the organization of the client meetings (arrange appointments, prepare required documents, etc.)


• Meet the clients in the absence of the Relationship Managers,


• Support the Relationship Managers in all KYC-related matters,


• Monitor client account balances and account transactions,


• Deal with pending and deadlines,


• Prepare account openings/closings documents,


• Deal with the fees and commissions,


• Control and handling of internal processes; legal and compliance aspects, client data, “client journal”


• Establish close collaboration with others departments of the bank,


• Deal with incoming and outgoing correspondence,


• Various administrative tasks.

 

You bring

• Previous experience in a similar position within the banking industry


• 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,


• Very good understanding of financial products and markets.

Your are

• Curious, flexible and positive attitude,


• Highly motivated, pro-active attitude and structured thinking,


• Excellent IT skills (software tools, MS Office)


• Fluent in Italian and English, good knowledge of German would be an asset,


• Swiss or valid work permit.

 

Vielen Dank für das Interesse an Vontobel. Wir schätzen es sehr, dass Sie sich die Zeit nehmen, Ihre Bewerbung einzureichen. Unser Recruiting Team wird Ihre Bewerbung sorgfältig prüfen und Ihnen zeitnah antworten.

Für allfällige Fragen kontaktieren Sie uns über das Kontakt Formular.

 

Standort

Lugano / Via Ferruccio Pelli 1

 

 

Bewerben