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Client Reporting Specialist

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 in Zurich we are looking for a Client Reporting Specialist (100%).

Your challenge:

  • perform quality assurance for client financial statements for institutional Clients
  • respond to branch queries and take action where needed to provide corrected client Statements
  • review performance reporting on financial statements and provide subject matter expertise to branch questions
  • improve client experience by working to enhance processes around how the firm interacts with our clients
  • interact with our legal, compliance and business partners to ensure the right information is reaching the right set of clients
  • create and maintain Investor Reporting Policies and Procedures and create process flows and automation for all client reporting processes
  • influence process enhancements and guidelines for domestic and international client interfacing
  • in collaboration with colleagues, improve the quality, efficiency and effectiveness of the Asset Management client communications function
  • well-organized, autonomous and precise expert with excellent communication skills for our current vacancy in client reporting

Your qualification:

  • a university degree in business administration or banking and finance
  • at least 5 years industry experience in either operations, compliance, or finance
  • proficient with MS Suite (Excel, Word, Powerpoint – required; Access – a plus)
  • an understanding of our asset management businesses and products
  • experience working and collaborating with other teams and IT across a large organization
  • experience in data analysis, financial reporting and reconciliation of data
  • a self-starter who can work well with minimal supervision (you can micromanage yourself)
  • a great communicator, with the ability to communicate appropriately at all levels in the organization
  • methodical, concise and accurate, with strong attention to detail and focus on quality
  • capable of reporting to senior stakeholders across a large organization
  • able to apply technical understanding to practical problems
  • curious and inquisitive, with a desire to learn functions outside of your defined role
  • a self-starter, with strong analytical skills
  • well-organized, autonomous and precise expert with excellent communication skills
Take ownership and bring opportunities to life. Be Vontobel.


Mrs. Stefanie Glaser, Corporate Human Resources, +41 58 283 73 87
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