Client Associate

The Client Associate role at Vontobel involves managing client accounts, including cash management, transfers, and trade execution. The position supports Relationship Managers by preparing investment proposals and organizing client meetings. Additionally, the role involves monitoring risk and compliance indicators, guiding KYC processes, and ensuring smooth onboarding and timely closure of client relationships. The main day-to-day responsibilities include administering client accounts, supporting Relationship Managers, and monitoring risk and compliance. The role also involves guiding KYC processes and ensuring smooth onboarding and timely closure of client relationships. To excel in this role, candidates must have prior experience in a banking or client-service environment. Fluency in English is required, with Italian or German being advantageous. Strong teamwork and communication skills, as well as solid knowledge of financial products and markets, are essential. Excellent MS-Office/IT abilities are also necessary. The role offers the opportunity to work in a dynamic, agile environment with a collaborative team culture. The location in Lugano, Via Ferruccio Pelli 1, is noted for its attractiveness, and the role provides exposure to cutting-edge technology and AI-enabled tools. What the role asks for: - Prior experience in a banking or client-service environment - Fluency in English - Strong teamwork and communication skills - Solid knowledge of financial products and markets - Excellent MS-Office/IT abilities - Italian or German (advantageous)