Vontobel Benefits Overview

Support management of client portfolios and account administration (cash, transfers, orders), monitor risk and compliance indicators, assist relationship managers with KYC and meeting prep, ensure smooth client onboarding and account closures.

Lead the technical implementation and migration processes for Microsoft SharePoint and Atlassian Confluence, designing scalable solutions and maintaining high standards.

Provide first-level front-office support for Wealth Management Relationship Managers and Assistants: troubleshoot systems, resolve access and workflow issues, assist with technical tools and banking processes, and act as primary contact to ensure operational excellence and a high-quality client experience. Work onsite full-time and communicate in German and English.