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Investment Banking

Assistant - External Asset Managers


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.

Within our Team "External Asset Managers" in Geneva we are looking for an Assistant (100%). Eager to learn, you are dedicated to your Job and you are willing to develop new skills and to take new responsibilities. Highly motivated you are ready to become a Junior RM in the near future and to contribute to develop the business (NNA).
 

Your challenge:

  • Various correspondence (confirmation of accounts openings / pricing, cover letters, etc.)
  • Managing calls, mail and faxes
  • Preparing clients files and various documents for the Relationship Managers; various researches in the database (statements, documents, presentations, forms, etc.)
  • Preparing presentations for client visits
  • Safes; preparing contracts / follow-up, cash withdrawals
  • Administrative management of the credit Cards
  • Assist the Relationship Managers in their day-to-day work: preparing the accounts openings files, preparing the payments, signature check, stock exchange orders (only in case of emergency), account-to-account coverage, managing the accounts opening and closing process, mailing of the "Corporate action", follow-up of missing documents (with the support of the Relationship Manager)
  • Update and maintain Clients/EAM data in the in house system
  • Support the team with printing and mailing of the statements and notices
  • Managing E-banking and EAMNet accesses
  • Establish and monitor the fund certificates
  • Other administrative tasks and ad-hoc requests
  • Handling various queries in an independent manner

 

Your qualification:

  • Proven previous experience in a similar role within a banking environment in Switzerland
  • Age: 25 – 30 years
  • Excellent computer skills MS Office (Word, Excel, PowerPoint), Avaloq would be an Advantage
  • Fluent in French and English, good knowledge of German would be an Advantage
  • Pro-active attitude, highly reliable and accurate and structured thinking, you have a strong interest in finance
  • Strong interpersonal skills, you are used to and you like to be in direct contact with Clients
  • Team player, your flexibility, your strong organizational skills and multi-tasks capacity are highly appreciated by your team who can count on your support and your ethics at any time
  • You have a lively and enquiring mind and you want to join a team of professionals where you can share your experience and your know-how
  • Swiss or EU citizen with valid work permit.

Only direct applications desired

Contact:
Agata Patarin, Corporate Human Resources, +41 58 283 26 20

Take ownership and bring opportunities to life. Be Vontobel.
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