Vontobel Beteiligungen AG

We are looking for a Senior Financial Planner to join our Wealth Planning department in the Private Clients unit – starting immediately or by agreement. In this role, you’ll be responsible for serving clients in the Romandie region (Geneva and Lausanne). You’ll work in close collaboration with a team of financial planners, pension solutions specialists, estate planners, and tax experts, helping private clients make informed decisions about their financial future What would your role be? Provide comprehensive financial, pension, tax, and estate planning advice Develop tailored financial plans and provide client-specific analyses and thematic advice Grow client relationships in the French-speaking region of Switzerland (Geneva and Lausanne) Proactively promote and acquire Wealth Planning mandates Support relationship managers with expert insights and client-specific solutions Represent our Wealth Planning expertise at internal and external events What are we looking for? Several years of experience in financial and pension planning, ideally in private banking Recognized qualifications (e.g., Certified Financial Planner, MAS in Financial Consulting, or a university/FH degree) Excellent negotiation and client acquisition skills Excellent communication and advisory skills Developed sales drive and business orientation Excellent social skills and ability to work in a team of specialists Fast learner with strong analytical and conceptual abilities Reliable, solution-oriented, and highly client-focused Fluent in French, English, and ideally German – written and spoken What do we offer? A collaborative culture with short decision paths and strong expert exchange Supportive, cross-functional teamwork Generous social benefits and a wide range of employee perks 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. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role cosmofunding by Vontobel Asset Management Patriot Act Certification Deposit Insurance Scheme configure your cookie and tracking settings

Are you passionate about the financial world? For our External Asset Manager (EAM) desk in Geneva, we are looking for an Assistant Relationship Management who will help support the team What would your role be? Take ownership and support the management of a client portfolio, putting the client’s needs in first place Be the go-to expert when it comes to the administration of the client’s accounts (cash managements, transfers, stock exchange orders and control of executions, fiduciary deposit renews, etc.) Use keen foresight in anticipating new risks through the accurate monitoring of risk and compliance indicators Guide the relationship managers in KYC related matters, support them in the organization of client meetings and in the preparation of investment proposals Ensure the smooth openings and closings of accounts Handling complex structures, international clientele, and challenging tasks in a changing working environment What are we looking for? Previous experience in a similar position within the banking industry Fluency in English and French and effective communication skills. Any additional language is a plus A strong team-player and a strong interest for a high-level client service Good understanding of financial products and markets Excellent IT skills (software tools, MS office) Confident handling of banking applications such as Avaloq What do we offer? Top Geneva location with collaboration spaces Friendly, diverse team in an open-office space Agile environment in how we think, the way we work and our trust for each other Flat hierarchy with collaboration on all levels 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 At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. Do you want to be Vontobel? cosmofunding by Vontobel Asset Management Patriot Act Certification Deposit Insurance Scheme configure your cookie and tracking settings