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Senior Client Associate

Description

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 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 management, transfers, stock exchange ord…

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