For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are looking for a Product Operations Specialist to join our team for 12 months.
What would your role be?
- 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
- Act as the point of contact between Front Offices and Outsourcer
- Establish yourself as a trusted partner for various stakeholders
- Identify and recommend ways to improve processes, reduce risks, strengthen controls
- Commit to a culture of continuous improvement centered on client service
What are we looking for?
- A quick learner with the willingness to expand expertise / know-how in various business areas
- Ideally previous banking experience, within the Private Banking as a Banking Operations Specialist. Knowledge of securities products would be an advantage.
- Knowledge of Client Onboarding/Offboarding, mutation and its formalities
- Knowledge of MS Office and if possible Avaloq
- Good communication skills in English and ideally German, and able to build, maintain and enhance relationships at all levels
- Ability to improve processes, reduce risks or increase customer satisfaction
What do we offer?
- Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.
- Friendly, diverse team in an open-office space.
- All the latest technology to help you excel and advance.
- Agile environment in how we think, the way we work and our trust for each other.
- Flat hierarchy with collaboration at all levels.
- Campus feeling and a collaborative spirit.
We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.
Why Vontobel?
At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability.
Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world.
Do you want to be Vontobel?
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.
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What We Do
Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients. With our investment-led approach that focuses exclusively on the buy-side of financial markets, we think and act purely from the client’s perspective – as an investor for investors. This includes continually rethinking how to empower investors – something we have engaged in for over 100 years. Harnessing the power of technology allows us to deploy our investment expertise across multiple platforms and ecosystems, while aiming to offer an individualized and high-quality client experience. Our conviction that successful investing begins with the assumption of personal responsibility means we focus on empowering employees to unlock their potential, take ownership of their work, and bring opportunities to life. We continuously scrutinize our achievements as we strive to exceed the expectations of our clients. Important legal notice: This publication is deemed to be marketing material within the meaning of Article 68 of the Swiss Financial Services Act and is provided for informational purposes only. We will be happy to provide you with additional information about the specified financial products, such as the prospectus or the basic information sheet, free of charge, at any time
