Junior Italian-Speaking Private Client Advisor

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

Zusammenfassung

Vontobel Holding AG in Switzerland seeks a Junior Relationship Manager for its Private Clients division, focusing on the Italian-speaking market. You will develop your own client network of high-net-worth individuals and serve as a trusted advisor offering comprehensive investment, banking, and fiduciary solutions.

You will manage a book of clients, collaborate with specialists and service officers to ensure an integrated client experience, and cultivate relationships with referral partners to

Qualifikationen

• Proven ability to develop a book of high-net-worth clients.
• Strong interpersonal skills and client-centric mindset.
• Fluency in Italian and English; German a plus.

Aufgaben

• Develop your own network of HNWI/UHNWI clients in the Italian-speaking market.
• Act as trusted advisor providing multi-product recommendations.
• Understand client needs and adapt to changes in wealth and market conditions.
• Manage a book of clients and lead their experience as relationship owner.
• Leverage specialists and service officers to deliver integrated investment, fiduciary, credit, and banking solutions.
• Build relationships with internal and external referral partners to identify new business opportunities.

Kenntnisse

Networking

Relationship management

Client acquisition

Italian language

English language

Team player

Entrepreneurial spirit

Jobbeschreibung

Vontobel Holding AG in Switzerland seeks a Junior Relationship Manager for its Private Clients division, focusing on the Italian-speaking market. You will develop your own client network of high-net-worth individuals and serve as a trusted advisor offering comprehensive investment, banking, and fiduciary solutions.

You will manage a book of clients, collaborate with specialists and service officers to ensure an integrated client experience, and cultivate relationships with referral partners to