Switzerland Job Openings
Vontobel Holding AG
Client Due Diligence Specialist
Zürich
September 20, 2024
We are looking for a highly motivated Client Due Diligence Specialist to join our Service Hub team. The Service Hub is where Vontobel's key support processes are delivered. The team provides high quality services for our clients in a highly efficient way. Support is provided in the areas of client onboarding, periodic reviews and life cycle modifications.
The team takes ownership and constantly seeks new ways to learn, develop and improve. We are looking for a new team member who sees each client interaction as a possibility to deliver an outstanding client experience exceeding their expectations.
As a Client Due Diligence Specialist you will:
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Oversee the client onboarding process ensuring the necessary due diligence is completed. This will include the completion of CDB checks and KYC checks for new and existing business relationships The completion of checks are for individuals and legal entities in Switzerland and abroad
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Providing expert advice and support the front office on all onboarding issues, such as KYC, AML, QI/FATCA and AEI
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Perform periodic client reviews and client life cycle modifications for Wealth Management Client Relationships
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Assist in implementing and identifying change processes related to optimizing client onboarding and the client review processes
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Bachelor or Master Degree in law or economics (or equivalent)
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At least 5-10 years of practical experience in client onboarding and/or in periodic client reviews of wealth management clients
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In-depth know-how regarding CDB (especially for domiciliary companies and trusts) and tax aspects (especially QI/Fatca/AIA)
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Strong service and solutions orientation, with strong interpersonal communication skills for optimal client experience
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Hands-on mentality, agile mind-set and willingness to learn.
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Structured, dynamic, able to work under pressure, reliable, team-oriented
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Fluent in German (at least on a C2 level) and English. French would be desirable but not essential
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Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch
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Friendly, diverse team in an open-office space
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All the latest technology to help you excel and advance
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Agile environment in how we think, the way we work and our trust for each other
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Flat hierarchy with collaboration at all levels
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Campus feeling and a collaborative spirit
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