Emerging Private Client Advisor & Relationship Lead

Vontobel Holding AG; Zürich; Hybrid; CHF 90.000 - 120.000; Vollzeit

Benefits dieser Stelle

Free lunch

Zurich location

Modern tech

Agile culture

Flat hierarchy

Campus vibe

Zusammenfassung

Vontobel Holding AG in Zurich seeks a Junior Relationship Manager to support client portfolio management and act as a trusted advisor. You will provide multi-product recommendations, develop deep understanding of client needs, and ensure an excellent client experience in a fast-paced private banking environment.

You will collaborate with specialists to deliver integrated investment, fiduciary, credit, and banking solutions while maintaining strong communication with clients and prospects.

Qualifikationen

• Previous experience in a similar position within the banking industry.
• Client-focused with exceptional interpersonal skills.
• A team player who can work under pressure.
• Highly motivated with an entrepreneurial spirit.
• Fluency in English and German and effective communication skills.

Aufgaben

• Take ownership and support the management of a client portfolio, putting the client’s needs in first place.
• Act as a trusted advisor to clients and prospects by providing recommendations that encompass multiple products and services.
• Develop in-depth understanding of client’s needs, preferences and overall wealth and be responsive to the changes in the business environment or clients’ needs.
• Effectively manage a book of clients and act as a relationship lead accountable for the clients’ experience.
• Leverage specialists, service officers and other expert resources to ensure the integrated delivery of investment fiduciary, credit, and banking solutions.

Kenntnisse

Client focus

Interpersonal skills

Team player

Motivated

Entrepreneurial spirit

English & German fluency

Jobbeschreibung

Vontobel Holding AG in Zurich seeks a Junior Relationship Manager to support client portfolio management and act as a trusted advisor. You will provide multi-product recommendations, develop deep understanding of client needs, and ensure an excellent client experience in a fast-paced private banking environment.

You will collaborate with specialists to deliver integrated investment, fiduciary, credit, and banking solutions while maintaining strong communication with clients and prospects.