Investment Banking

Salesforce CRM Business Analyst

Vontobel Investment Bank has a long history of pursuing excellence in Client Engagement and Experience. We have been often the first movers towards integrating new technologies to open new horizons for our clients. In the last couple of years we have pursued digitization and data harmonization as the key differentiator and USP. In the next years we will further continue this journey to reach the goals we set for ourselves.
Vontobel has a state of art implementation of Salesforce and Marketing Cloud platforms. This enables us to have a full 360 degree view of our B2B and B2C business models. In this role you would work closely with all the Stakeholders to further evolve systems wrt functionality, processes and data. You would spend roughly 30 percent of your working time on increasing the adaptability of the Sales platform by engaging the users, helping them resolve the issues and managing other support aspects. Data quality and governance will also be a key aspect of your job profile.
This position is directly in Vontobel Investment Bank and hence you will have the best chance to live business and strategy together.

Your challenge:

  • Actively work with Salesforce users to support with questions related to the functionality, data or processes
  • Collect and document functional and non-functional requirements relating to client's technology enhancement and initiatives
  • Close collaboration with the implementation team to align on functional and technical feasibility of the requirement
  • Created data flow diagrams and process flow diagrams to facilitate better system understanding
  • Create training material and conducted internal training sessions for business users
  • Manage quality assurance (QA) and user assisted testing (UAT)
  • Define and implement improvements to business process and ad-hoc projects in the face of ever-changing marketplace and consumers
  • Manage Salesforce access rights set-up


Your qualification:

  • University Master degree in Computer Science
  • Further Education in business administration or Banking
  • Proven track record as a Business Analyst and engaging Sales
  • Experience with Salesforce and Marketing Cloud
  • Experience in using Excel as a data mining tool
  • Experience in using Microsoft Office tools like PowerPoint
  • Loyal personality with clear mindset as a team Player
  • Willingness to work in a dynamic and challenging field with clear commitment to flexibility
  • Good interpersonal skills, self-motivated, dynamic, collaborative and "can-do" attitude
  • English required (written and oral), German is an advantage

    Franca von Waldburg, Corporate Human Resources, +41 58 283 54 67

    Take ownership and bring opportunities to life. Be Vontobel.
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