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Account Manager & Investment Advisor - Middle East (Temporary)

Bank Vontobel
Geneva, Switzerland
Closing date
Jul 1, 2023

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
At Vontobel, we actively shape the future. We create and pursue opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead.
We are a globally active investment firm with Swiss roots, specialized in wealth management, active asset management and investment solutions.
Within our Wealth Management division, we are seeking an experienced and dynamic Account & Investment Manager.
The ideal candidate will have a strong background in advising wealth management clients across various asset classes.

Your Opportunity:
  • Proactively support the team in the management of their client portfolio
  • Support the Relationship Managers in the preparation of investment proposals
  • Actively advice Relationship Managers and clients across all asset classes
  • Prepare and participate in prospect client pitches
  • Continuously monitor market developments and innovate with new investment solutions
  • Independently manage the administration of client accounts and transactions (cash managements, transfers, stock exchange orders and control of executions, fiduciary deposit renewals, etc.)
  • Assist the Relationship Managers in the organization of the client meetings (arrange appointments, prepare required documents, etc.)
  • Support the Relationship Managers in all KYC-related matters
  • Monitor client account balances and account transactions
  • Deal with pending and deadlines, as well as follow-up of pending items (client control, worklists..)
  • Prepare account openings/closings documents
  • Deal with the fees and commissions
  • Control and handling of internal processes; legal and compliance aspects, client data, "client journal"
  • Establish close collaboration with other departments of the bank
  • Deal with incoming and outgoing correspondence
  • Accurate and timely monitoring of Risk and Compliance Indicators
  • Various administrative tasks

Your Qualifications:
  • Bachelor or master's degree plus a minimum of 5 years of relevant experience within the banking industry
  • Effective communication skills with an innate ability and strong interest for a high-level client service
  • Strong organizational skills, team player able to work under pressure
  • Good understanding of financial products and markets
  • Curious, flexible and positive attitude,
  • Highly motivated, pro-active attitude and structured thinking, very well organized
  • Excellent IT skills (software tools, MS Office)
  • Fluency in English and French is a must, Arabic is a plus

Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.
We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

If you have any questions you can contact us through our contact form .

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