Vontobel is a Swizerland-based international investment management firm offering investment solutions and advice to private and institutional clients across 28 global locations. As a familiy-owned business listed on the SIX Swiss Exchange, we maintain entrepreneurial independence, social responsibility, and a client-focussed, investment-led approach.
At our position you will be responsible for processing Know Your Client requirements for any retail and institutional clients for both new clients and on a cyclical basis.
Your field of activity includes timely and accurate due diligence review as per the organization's policies, conducting various database searches as required for different client segments before onboarding the client. Key activities include liaising with the front-end and other relevant teams to obtain any missing client documentation, escalation of process gaps or any other issues during due diligence, maintain regular information reports and keep records updated, in-depth knowledge of corporate structures, i.e., privately owned or public companies, trusts and partnerships to implement KYC and Due Diligence policies.
What you should bring along:
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Proficient in English and German
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Skilled in using online research tools and applying logical thinking
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Experienced in writing, with a keen interest in further developing the company's written policies and procedures
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Tenacious in resolving issues/tasks, unafraid to ask questions, and self-organized (able to adhere to and track agreed targets)
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Committed to a long-term (>1 year) role and able to work in the Frankfurt (Main) office
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.
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
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