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
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ReliaQuest, a global leader in Open XDR-as-a-Service, is the force multiplier for security operations teams. ReliaQuest GreyMatter, a cloud-native Open XDR platform brings together telemetry from any security and business solution—on-premises, in one or multiple clouds--to unify detection, investigation, response and resilience. ReliaQuest combines the power of technology and 24/7/365 security expertise to give organizations the visibility and coverage they require to make their cybersecurity program more effective. Hundreds of Fortune 1000 organizations trust ReliaQuest GreyMatter to operationalize security investments to focus teams on the right problems, close visibility and capability gaps to proactively manage risk and accelerate initiatives for the business. ReliaQuest is a private company headquartered in Tampa, Fla., with multiple global locations.
