26 days ago

Senior Client Advisor Zurich 100% (VSWA)

Bank Vontobel AG

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Senior Client Advisor Zurich 100% (VSWA)

Wealth Management

Senior Client Advisor Zurich 100% (VSWA)

At Vontobel, we are committed to actively shaping our future. We create and pursue investment opportunities that get our clients ahead. As a global financial service provider with Swiss roots, we specialize in wealth management, active asset management and investment solutions that fit.

For our company Vontobel Swiss Wealth Advisors AG we are looking for Senior Client Advisors (100%) for our office in Zurich. The following challenges are waiting for you in this function: 

Your challenge:

  • As Senior Client Advisor you are responsible for the acquisition and support of wealthy private clients in the US market area

  • Acquisition of private clients in the US market area

  • Advice and support for private clients in all aspects of asset management and investment advice in accordance with applicable laws and regulations


Your qualifications:

  • University degree or bank apprenticeship with corresponding further training (i.e. AZEK, CFA, CAIA, etc.)

  • Several years of professional experience as a Senior Client Advisor for private clients in the US market area

  • Independent, reliable, dynamic and initiative personality

  • Convincing and self-assured appearance, as well as pleasant, courteous manners

  • High degree of customer orientation

  • High level of risk awareness (regulatory and legal knowledge)

  • Ability and willingness to perform and above-average commitment, motivation

  • Pronounced ability to work in a team and high flexibility

  • Fluent linguistic skills in German and English (oral and written) as well as an eloquent manner of speech

Only applications in English will be considered. 

Tania Odermatt, Corporate Human Resources, +41 58 283 75 40

Take ownership and bring opportunities to life. Be Vontobel.