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BVZH Bank Vontobel AG logo

Posted 2 months ago

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Account Manager CEE

ZürichOn-siteFull-time

AI Summary

Manages a client portfolio for the CEE desk at a Zurich bank, handling account administration, cash management, risk monitoring, and supporting relationship managers with KYC and investment proposals.

About this role

Are you passionate about the financial world? For our desk covering CEE, we are looking for a highly motivated and engaged Account Manager.

What would your role be?

  • Take ownership and manage aclient portfolio, putting the client’s needs in first place.

  • Be responsiblefortherevenuesof the book,managing the volume ofwork,and demand of the clients.

  • Be the go-to expert when it comes to the administration of the client’s accounts (cash managements, transfers, stock exchange orders and control of executions, fiduciary deposit renews, etc.).

  • Use keen foresight inanticipatingnew risks through theaccuratemonitoring of risk and compliance indicators.

  • Guide the relationship managers in KYC related matters, support them in the organization of clientmeetings,and in the preparation of investment proposals.

  • Ensure the smooth openings and closings of accounts.

What are we looking for?

  • Previousexperience in a similar position within the banking industry.

  • Fluency in German and English and effective communication skills. Knowledge of Russian would be an advantage.

  • A strongteam playerand a strong interestinhigh-level client service.

  • Good understanding of financial products and markets.

  • Excellent IT skills (software tools, MS office).

  • Affinity for Artificial Intelligence (AI) and a willingness to embrace AI-enabled tools and ways of working.

What do we offer?

  • Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.

  • Friendly, diverse team in an open-office space with dancing walls.

  • All the latest technology to help you excel and advance.

  • Agile environment in how we think, the way we work and our trust for each other.

  • Flat hierarchy with collaboration on all levels.

  • Campus feeling and collaborative spirit.

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

Why Vontobel?

At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich,we’recommitted to long-term thinking and sustainability.

Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if youdon’tmeet all the criteria, we encourage you to apply ifyou’reenthusiastic about the role.

Do you want to beVontobel?

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.

Skills

AI ToolsCash ManagementCompliance MonitoringFiduciary Deposit ManagementInvestment ProposalsKYCMicrosoft OfficeRisk IndicatorsStock Exchange Orders

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