Within the SFA Operating Office we are seeking a Business Manager 100% to help us with the governance of the global client engagement process at Vontobel Swiss Financial Advisers AG, both in terms of quality assurance and best practice execution. The team supports and guides all client regions, constantly searching for improvements in areas of client engagement, sales process efficiency and robustness

What would your role be?

• Coordinate and participate in strategic initiatives and projects, handling various ad-hoc assignments and partnering closely with relevant internal stakeholders
• Provision of quantitative and qualitative analyses as the basis for management decision-making
• Create management-level presentations
• Implement and optimize operational processes to improve efficiency, streamline workflows, and reduce costs
• Assist in managing budgetary processes, including monitoring, across Human Resources, Finance, and Controlling
• Oversee risk assessment and risk management processes, ensuring compliance with industry regulations and internal guidelines
• Serve as contact for any inquiries or requests from Legal & Compliance, including ongoing controls
• Act as the first line of defense for cross-border requests, including the necessary reporting and control measures

What are we looking for?

• Bachelor’s degree (university or university of applied sciences)
• A minimum of 3-5 years of experience in the financial industry, preferably in the same or a similar position within Asset Management or Banking
• Conceptual and analytical strengths coupled with results-oriented problem-solving skills
• Highly independent, proactive, efficient, and accurate work approach combined with excellent organizational abilities
• Dynamic, resilient, and flexible personality with a winning and confident appearance and outstanding communication skills
• Experienced in project management combined with proactive solution thinking
• Ability to understand strategy and link it with implementation
• Excellent MS Office skills / M365
• Excellent English and German language skills (verbal and written)

What do we offer?

• Top Zurich location with collaboration spaces and free lunch
• Agile environment in how we think, the way we work and our trust for each other
• Flat hierarchy with collaboration at all levels
• Campus feeling and a collaborative spirit
• 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. 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

Vontobel SFA is an investment adviser registered with the Securities and Exchange Commission (SEC) and with FINMA as a securities house. We are not registered with the SEC as a broker-dealer. Vontobel SFA offers investment advisory services for predominantly high net worth individuals, whilst also advising corporations, trusts and foundations on investment advisory services. Our investments advisory services are provided from our office in Zurich, Switzerland. Vontobel SFA’s advisory programs offer a broad variety of strategies and asset allocations, rather than a limited menu of products

cosmofunding by Vontobel

Asset Management

Patriot Act Certification

Deposit Insurance Scheme