Junior Italian-Speaking Private Wealth RM

Vontobel Holding AG; Lugano; Vor Ort; CHF 90.000 - 130.000; Vollzeit

Zusammenfassung

Vontobel Holding AG is seeking a Junior Relationship Manager for its Private Clients Division, focusing on Italian-speaking clients in Switzerland. You will develop a personal network of HNWI/UHNWI clients and serve as a trusted advisor across investment and banking solutions.

You will collaborate with internal specialists to deliver integrated fiduciary, credit, and banking services, while building relationships with referral partners and pursuing new business opportunities in a dynamic

Qualifikationen

• Previous experience in a similar position within the banking industry with a track record of developing a book of clients.
• Ability to build strong relationships and attract new clients for the Italian speaking market.
• A good network of potential clients.
• A client-focused individual with exceptional interpersonal skills.
• A team player who can work under pressure.
• Highly motivated with an entrepreneurial spirit.
• Fluency in Italian and English; knowledge of German is a plus.

Aufgaben

• Develop your own client network of HNWI/UHNWI clients in the Italian speaking market.
• Act as a trusted advisor to clients and prospects by providing recommendations across multiple products and services.
• Develop in-depth understanding of client needs and wealth, and respond to changes in business environment or client needs.
• Effectively manage a book of clients and act as a relationship lead for client experience.
• Leverage specialists and service officers to ensure integrated delivery of investment fiduciary, credit, and banking solutions.
• Build relationships with internal and external sales referral partners and identify new business development opportunities.

Jobbeschreibung

Vontobel Holding AG is seeking a Junior Relationship Manager for its Private Clients Division, focusing on Italian-speaking clients in Switzerland. You will develop a personal network of HNWI/UHNWI clients and serve as a trusted advisor across investment and banking solutions.

You will collaborate with internal specialists to deliver integrated fiduciary, credit, and banking services, while building relationships with referral partners and pursuing new business opportunities in a dynamic