Junior Relationship Manager

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

Are you passionate about the financial world? For our Private Clients Division covering Italian speaking clients, we are looking for a highly motivated and engaged Junior Relationship Manager.

What would your role be?

• Develop your own client network of HNWI / UHNWI clients in theItalian speaking market.
• Act as a trusted advisor to clients and prospects by providing recommendations that encompass multiple products and services.
• Developin-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, serviceofficersand other expert resources to ensure the integrated delivery of investment fiduciary, credit, and banking solutions.
• Build relationships with internal and external sales referral partners andidentifynew business development opportunities.

What are we looking for?

• Previousexperience in a similar position within the banking industry witha track recordof developing a book of clients.
• Being able 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 and with an entrepreneurial spirit.
• Fluency in Italian and English and effective communication skills. Knowledge of German would be an asset.

What do we offer?

• All the latest technology to help you excel and advance.
• Agile environment in how we think, the way we work and our trust for each other.
• Flat hierarchy with collaboration on all levels.

Why Vontobel?

At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich,we’recommitted to long-term thinking and sustainability.

Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if youdon’tmeet all the criteria, we encourage you to apply ifyou’reenthusiastic about the role.