Client Associate
vontobel.wd3.myworkdayjobs.com
- Required language
- English professional
- Job written in
- English
- Location
- Lugano
- Work type
- On-site
Vontobel in Lugano seeks a Client Associate to support the advisory team. The main tasks include managing client inquiries, preparing account documents, and providing market and product updates. The role requires a finance-related degree or equivalent experience, at least two years of client-facing experience in banking or asset management, and strong English communication skills. Italian language skills are a plus. The position is ideal for those who are detail-oriented, proactive, and comfortable with internal systems and regulatory requirements. The role offers the chance to develop expertise in a variety of investment solutions while working for a leading global wealth-management firm. What the role asks for: - A finance-related degree or equivalent experience - At least two years of client-facing experience in banking or asset management - Strong communication skills in English - Detail-oriented and proactive - Comfortable working with internal systems and regulatory requirements - Italian language skills (nice-to-have)
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