About Company
Vontobel is a globally operating financial expert with Swiss roots. We are committed to actively shaping the future. We provide tailored investment solutions for discerning private clients, comprehensive services for institutions, and innovative investment products for all investors. With a strong entrepreneurial spirit and a focus on responsible growth, Vontobel has a long-standing history of success, empowering our employees to make a real impact. Join us in a dynamic and supportive environment where your career can flourish.
Job Description
Are you a highly motivated and ambitious individual looking to kickstart your career in the financial services industry? Vontobel is seeking enthusiastic and driven individuals to join our team as a Junior Account Manager. This is a unique opportunity for aspiring professionals with little to no prior experience who are eager to learn, grow, and contribute to a leading financial institution. We believe in nurturing talent and providing a robust foundation for your professional development.
As a Junior Account Manager, you will be an integral part of our client relationship team, supporting senior account managers in delivering exceptional service to our valued clients. Your primary focus will be on understanding client needs, assisting with account management tasks, and learning the intricacies of financial products and services. This role is designed to provide comprehensive training and mentorship, equipping you with the knowledge and skills necessary to advance within Vontobel. You will gain hands-on experience in a fast-paced environment, collaborate with experienced professionals, and build a strong network within the industry. If you have a passion for finance, excellent interpersonal skills, and a proactive attitude, we encourage you to apply. This is more than just a job; it’s a launchpad for a rewarding career where your potential is recognized and cultivated.
Key Responsibilities
- Assist Senior Account Managers in managing client portfolios and relationships.
- Prepare client presentations, reports, and other documentation.
- Conduct research on market trends, financial products, and client specific information.
- Handle client inquiries and provide timely, accurate, and professional support.
- Maintain accurate and up-to-date client records in our CRM system.
- Learn and apply company policies, procedures, and regulatory requirements.
- Collaborate with internal teams (e.g., investment advisory, operations) to ensure seamless client service.
- Participate in training programs and workshops to enhance financial knowledge and product expertise.
- Support the onboarding process for new clients, ensuring a smooth transition.
- Identify opportunities for process improvement and contribute to team efficiency.
Required Skills
- Strong verbal and written communication skills in English (German is a strong plus).
- Exceptional interpersonal skills and a client-centric mindset.
- High level of motivation, eagerness to learn, and a proactive attitude.
- Ability to work effectively both independently and as part of a team.
- Excellent organizational skills and attention to detail.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Demonstrated problem-solving abilities and a capacity for critical thinking.
- A foundational understanding of or keen interest in financial markets and products.
Preferred Qualifications
- Bachelor's degree in Finance, Economics, Business Administration, or a related field (or currently pursuing).
- Fluency in German, French, or Italian.
- Previous experience in customer service or a client-facing role (even outside of finance).
- Familiarity with CRM software.
- Proven ability to manage multiple tasks and prioritize effectively in a dynamic environment.
Perks & Benefits
- Comprehensive training and mentorship programs.
- Opportunities for professional development and career advancement within a global firm.
- Competitive salary and performance-based incentives.
- Generous vacation and holiday allowance.
- Access to a wide range of employee well-being programs.
- Modern, collaborative office environment in the heart of Zurich.
- Contribution to public transport costs.
- Subsidized healthy meals in our staff restaurant.
- Employee discounts on various products and services.
How to Apply
To apply for this exciting opportunity, please visit the Vontobel careers page via the link below. Browse our entry-level positions or search for roles such as ‘Client Advisor Assistant’, ‘Junior Client Advisor’, or ‘Trainee’ that align with your aspirations in client relationship management. Please submit your comprehensive application, including your CV and a compelling cover letter outlining your motivation for a career in finance and why you are a great fit for Vontobel. We look forward to reviewing your application.