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Senior Client Onboarding & Product Operation Specialist

Bank Vontobel Zürich, Schweiz
Gepostet vor 6 Tagen Festanstellung Competitive
Senior Client Onboarding & Product Operation Specialist
At Vontobel, we actively shape the future. We create and pursue investment opportunities with
determination. We master what we do - and we only do what we master. This is how we get our clients ahead. As a global financial services provider with Swiss roots, we specialize in wealth management, active asset management and tailor-made investment solutions.

Our legal entity Vontobel Swiss Financial Advisers AG (Vontobel SFA) is a registered investment adviser with the Securities and Exchange Commission (SEC) in the United States (US) and has a license in Switzerland from the Swiss Financial Market Supervisory Authority (FINMA) as an Effektenhaendler (which roughly translates in English to "security trader"). SFA's discretionary and advisory offerings are our clients' path to a wide range of portfolio solutions that vary according to our clients' objectives.

Your opportunity
Do you have a high service and client orientation? Are you comfortable working in a fast-paced environment and can you contribute a highly productive style of working? Are you agile and a fast learner that strives to continuously grow as a professional?
Then we are looking for an experienced Product Operations Specialist with the focus on Client Onboarding for our Midoffice Operations Team to:
  • be responsible for the Client Onboarding/Offboarding, mutation and its formalities
  • act as the point of contact between Front Offices and Outsourcer
  • establish yourself as a trusted partner for various stakeholders
  • take over the static data, transactions, investigations, reconciliation, system testing and regulatory reporting as well as handling of open issues, scanning & archiving client's documentation
  • identify and recommend ways to improve processes, reduce risks, strengthen controls
  • commit to a culture of continuous improvement centered on client service


Your team You'll be working in the Midoffice Operations Team in Zurich City. Midoffice is a small team of 5 people and occupies within Vontobel SFA an essential operational role being the link between our Front Offices and the Outsourcer (Avaloq Sourcing), the Vontobel Group, the Custodians and Correspondent banks. The responsibilities are wide and profound, the activities reach from Client Onboarding /Offboarding, Formalities, Static Data, Transactions, Investigations, Reconciliation, System Testing to Regulatory Reporting. In addition, Operations is managing and controlling the outsourced activities with Avaloq Sourcing and is involved in most major developments and projects.

You bring
  • minimum 5 years of previous banking experience, within the Private Banking as a Banking Operations Specialist
  • profound knowledge with Client Onboarding/Offboarding, mutation and its formalities
  • good knowledge of banking operations and if possible, securities products
  • willingness to expand expertise / know-how in various business areas
  • knowledge in MS Office and sound Avaloq knowledge as an advantage
  • good communication skills, and are able to build, maintain and enhance relationships at all levels
  • proven ability to improve processes, reduce risks or increase customer satisfaction
  • Proficiency in English and if possible, fluency in German


What we offer
  • We work according to agile principles especially in our way of thinking and our methodology and we work with mutual trust
  • Teamwork is important to us: We always exchange valuable knowledge and skills with each other - One Vontobel
  • Our work culture is characterized by short communication channels and direct cross departmental contact and information exchange
  • We offer the option for home office (Flexible working times), diverse benefits and provide a first-class lunch menu when you work in the office


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 .
Job ID  6020
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