Senior Client Associate

The Senior Client Associate at Vontobel Swiss Financial Advisers supports the management of a client portfolio, prioritizing client needs and handling account administration tasks such as cash management and order execution. The role involves monitoring risk and compliance indicators, guiding relationship managers on KYC matters, and ensuring smooth client onboarding and account closure. This position requires fluency in English and German, a strong understanding of financial products, and an affinity for AI-enabled tools.