Senior Client Associate / Office Manager

Client Associate / Office Manager

Are you passionate about the financial world? For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are looking for a Client Associate / Office Manager who will join our Miami branch and 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 (openings, closings, 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.
• Serve as the single point of contact for all facility management-related topics, ensuring smooth operations and addressing any issues promptly.
• Provide hands-on support for facility-related tasks, including minor repairs, furniture assembly, and equipment setup.
• Collaborate with internal teams and external vendors to manage office renovations, general cleaning topics, or reconfigurations.

What are we looking for?

• Previous experience in a similar position within the banking industry.
• Fluency in English and effective communication skills. Additional languages would be an advantage.
• 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).

What do we offer?

• Top Miami location
• 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 on all levels.

Compensation:

The salary range for this role is $80,000 - $110,000.

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.

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.