Jobs at Vontobel

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.

Manage an existing client portfolio, acquire new business, develop client relationships, and provide trusted wealth and banking advice. The Relationship Manager coordinates investment, fiduciary, credit, and banking specialists to deliver integrated solutions and an excellent client experience. The role requires finance or economics education, at least five years of relationship-management experience, a strong customer network, sales aptitude, analytical skills, and fluency in German and English.

Supports senior leaders by managing complex calendars, meetings, travel, correspondence, legal documents, confidential information, and stakeholder communications. Coordinates management meetings, agendas, documentation, and follow-up activities while anticipating issues and maintaining momentum across changing priorities. The role requires strong German and English communication skills, discretion, organization, and full-time office presence in Zurich, later Baar. It may expand into broader business management responsibilities and AI-enabled ways of working.

Own and operate AML, sanctions, PEP, adverse media, and transaction-screening platforms. Responsibilities include application support, API and event-driven integrations, platform upgrades, vendor releases, automation, AI implementation, regulatory compliance, data analysis, and technical project delivery. The role partners with Compliance and IT stakeholders to maintain scalable, auditable, and reliable solutions.

Develop and optimize digital client journeys, websites, campaigns, and client-facing platforms. Lead UX, conversion optimization, analytics, KPI frameworks, dashboards, AI adoption, personalization, marketing automation, and integrated campaign performance. Translate behavioral and performance data into commercial recommendations that improve engagement, lead generation, conversion, retention, fundraising outcomes, and business growth. Collaborate with marketing, distribution, investment, product, technology, and compliance stakeholders in an international environment.

Develop blockchain and IT security software, design and implement security architectures, and take technical ownership of enterprise-grade security and crypto-custody solutions. The role requires deep blockchain expertise, software development experience in IT security, and collaboration within an agile team. The position is based in Zurich and will relocate to Baar in 2030.

Develop and execute B2B marketing strategies across the UK, Netherlands, and Nordics. Partner with sales to drive client acquisition, engagement, pipeline growth, and retention through integrated campaigns, digital programs, client events, and demand generation. Own client journeys, performance KPIs, CRM and marketing automation analytics, and investment optimization. Collaborate with sales, communications, compliance, content teams, and agencies while providing market insights and commercially focused recommendations.

Own client acquisition and net new money growth across the Northeast. Attract, onboard, and manage HNW and UHNW clients while delivering holistic wealth management solutions across investments, fiduciary services, credit, and banking. Build referral networks, coordinate internal specialists, advise clients on complex needs, and maintain regulatory and fiduciary standards. Extensive travel is required to strengthen relationships, meet prospects, and generate new business.

Own tax requirements and logic during core banking implementation, including withholding tax, QI/FATCA, CRS/AIA, stamp duty, testing, and user acceptance. Maintain tax parameters, reporting databases, documentation, and processes; translate tax-law changes into system adjustments; resolve data discrepancies; and advise Relationship Managers and clients. Train colleagues and collaborate with Tax, Compliance, IT, custodians, and counterparties.

Owns Bank Vontobel Europe AG’s credit and treasury functions, including Lombard lending, underwriting, credit policies, liquidity and interest-rate risk management, funding, collateral frameworks, regulatory reporting, and governance. The role serves as a key contact for regulators, Group Credit and Treasury, ALCO, and senior management. It is an independent, hands-on position with potential future responsibility for building a small team.

Manage and promote discretionary portfolio mandates for private clients. Serve as an investment specialist and partner to relationship managers, advising on multi-asset solutions, macro views, portfolio positioning, performance, and portfolio management. Prepare investment proposals, pitches, performance updates, and client presentations; participate in client and internal events; and own special mandates in collaboration with portfolio managers. The role requires strong financial markets expertise, persuasive communication, analytical ability, and fluency in French, German, and English.

Develop and execute APAC marketing strategies aligned with sales objectives, driving client acquisition, engagement, pipeline growth, and retention. Manage localized content, digital channels, social media, client events, conferences, agencies, CRM data, and marketing programs. Use analytics and performance measurement to optimize investments and provide commercial recommendations. Partner with sales, investment, compliance, communications, and marketing teams while representing regional client and market insights.

Manages and grows a portfolio of Italian-speaking high-net-worth and ultra-high-net-worth clients. Provides trusted advice across investment, credit, banking, and fiduciary solutions; develops client relationships, attracts new business, coordinates internal specialists, and identifies referral opportunities. The role requires strong relationship-building, business development, communication, and client management skills in Italian and English.

Supports the Regional Sales Head for the DACH region by executing strategic priorities, coordinating cross-functional projects, preparing reports and presentations, managing leadership meetings, monitoring Salesforce pipelines and performance, and overseeing governance and compliance processes. The role also provides executive support, coordinates stakeholders and travel arrangements, supports sales enablement, and contributes to onboarding and team integration.

Lead accountant for Italy-related group companies: prepare IFRS financial statements, coordinate local GAAP reporting, support consolidation, manage audits and tax advisors, collaborate cross-functionally, and contribute to SAP S/4HANA finance process design and implementation.

Advise Relationship Managers and high-net-worth clients on mortgage and real estate financing. Develop and structure complex mortgage solutions, validate hedonic property valuations, assess creditworthiness and LTV, ensure dossier quality and compliance, and prepare decision-ready submissions to Credit Management.