Vontobel Benefits Overview

Drive the development and enhancement of sustainable investment products across asset classes. Advise investment and product teams on sustainability integration, translate regulatory requirements into product and governance frameworks, and establish sustainability standards, methodologies, data principles, and governance processes. Lead sustainability projects from concept through implementation while collaborating with stakeholders across the organization.

Produce and coordinate client tax reports, ensure reporting quality, monitor and implement tax-rule changes, and support tax-service development. Serve as the first contact for relationship manager inquiries, manage acquisition data in the core banking system, and contribute to tax-related process and technology projects. The role requires strong numerical ability, problem-solving, communication, teamwork, attention to detail, and openness to AI-enabled tools.

Manages regional business planning, budgeting, forecasting, reporting, staffing strategy, first-line risk controls, AML/KYC oversight, incidents, audits, RCSAs, KRIs, and regulatory readiness. Partners with finance, HR, risk, compliance, and legal teams to implement strategic initiatives, system rollouts, regulatory changes, and remediation plans across multiple sites.