V

Senior Client Associate South Africa (80-100%)

vontobel·Zürich / Gotthardstrasse 44·10.09.2026

 vontobel.wd3.myworkdayjobs.com

 
 
Festanstellung80–100%
Required language
English professional
Job written in
English
Location
Zürich / Gotthardstrasse 44
Work type
On-site

 

The Senior Client Associate will join Vontobel’s Private Clients team that serves high‑net‑worth investors in South Africa. Vontobel is a family‑owned, publicly listed investment firm headquartered in Zurich, operating in more than 25 locations worldwide. The role sits within a long‑standing, collaborative group that values both the expertise of its members and fresh ideas from new colleagues. In this position you will take ownership of a client portfolio, ensuring that client needs are placed first. Daily tasks include handling account administration such as cash management, fund transfers, stock‑exchange orders and execution monitoring, as well as renewing fiduciary deposits. You will keep a close eye on risk and compliance signals, support relationship managers with KYC matters, help organise client meetings and assist in preparing investment proposals. The smooth opening and closing of accounts also falls under your remit. The ideal candidate has already worked in a comparable banking role and is comfortable onboarding complex client structures. Fluency in English and strong communication abilities are essential, as is a solid grasp of financial products and market dynamics. Proficiency with standard IT tools, especially the Microsoft Office suite, is required, and the ability to work well within a team and deliver high‑level client service is expected. Experience with the South African market and knowledge of German are considered advantageous but not mandatory. Vontobel offers a modern Zurich office with collaboration spaces, rooftop terraces and free lunch, alongside the latest technology to support your work. The environment is agile, with a flat hierarchy that encourages collaboration at all levels, and the culture promotes inclusivity, diversity and long‑term sustainability. What the role asks for: - Banking experience in similar client associate role - Experience onboarding complex client structures - Fluency in English with strong communication - Good understanding of financial products and markets - Excellent IT skills, MS Office proficiency - Strong team‑player attitude - Experience with South African market (nice‑to‑have) - German language proficiency (nice‑to‑have)

 

 

 

 

 

Kostenlos

Client: Lebenslauf-Vorlage

Bewirb dich mit einem Lebenslauf im Schweizer Aufbau — mit Beispieltext und den Anforderungen, die Client-Inserate am häufigsten nennen.

Lebenslauf-Vorlage Schweiz ansehen

Client: was der Markt gerade verlangt

Client-Stellen gehören zu den regelmässig ausgeschriebenen Berufen auf SwissJobs.app.

Weitersuchen

Ähnliche Jobs per E-Mail erhalten