Senior Client Associate South Africa (80-100%)

The role of Senior Client Associate South Africa at Vontobel involves supporting the management of a client portfolio, with a focus on client needs. The company, Vontobel, is a global investment firm with a strong commitment to sustainability and long-term thinking. The team is cohesive, experienced, and values diverse perspectives, fostering an inclusive and collaborative work environment. The main day-to-day responsibilities include administering client accounts, managing cash, transfers, and stock exchange orders, and monitoring risk and compliance indicators. The role also involves guiding relationship managers in KYC matters, supporting client meetings, and preparing investment proposals. Additionally, the Senior Client Associate ensures the smooth opening and closing of accounts. To qualify for this role, candidates must have previous experience in a similar position within the banking industry, with a strong understanding of financial products and markets. Fluency in English and excellent IT skills, including proficiency in software tools and MS Office, are essential. Experience with the South African market and onboarding complex structures is a considerable advantage. Fluency in German is also beneficial. Nice-to-have skills include a strong interest in high-level client service and the ability to work well in a team. The location offers a top Zurich setting with collaboration spaces, including rooftop terraces, and free lunch. The team is friendly and diverse, working in an open-office space with the latest technology. The environment is agile, with a flat hierarchy and a collaborative spirit. What the role asks for: - Previous experience in a similar position within the banking industry. - Fluency in English. - Excellent IT skills (software tools, MS Office). - Good understanding of financial products and markets. - Experience with the South African market (considerable advantage). - Experience with onboarding of complex structures (considerable advantage). - Fluency in German (added advantage). - Strong team-player and a strong interest for a high-level client service.