Junior Relationship Manager

Vontobel; Lugano; Vor Ort; CHF 90.000 - 120.000; Vollzeit

Zusammenfassung

Vontobel is seeking a Junior Relationship Manager for the Private Clients Division in Lugano to focus on the Italian-speaking market. You will develop your own network of HNWI/UHNWI clients and serve as a trusted advisor across multiple products, managing a growing book with accountability for the client experience.

Fluency in Italian and English is required, with German as an asset. Prior banking experience and strong interpersonal skills, plus an entrepreneurial mindset, are essential in a

Qualifikationen

• Experience in banking with a track record developing a book of clients.
• Strong ability to build relationships and attract new clients in the Italian-speaking market.
• Excellent communication and client-focused mindset.

Aufgaben

• Develop your own client network of HNWI/UHNWI clients in the Italian-speaking market.
• Act as trusted advisor to clients by providing multi-product recommendations.
• Manage a book of clients and lead the client experience.
• Coordinate with specialists to deliver integrated investment, credit and banking solutions.
• Build relationships with internal and external referral partners to identify new business opportunities.

Kenntnisse

Client networking

Relationship lead

Interpersonal skills

Entrepreneurial spirit

Italian language

English language

German (asset)

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 the Italian speaking market.
• 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.
• Build relationships with internal and external sales referral partners and identify new business development opportunities.

What are we looking for?

• Previous experience in a similar position within the banking industry with a track record of 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?

• Top Lugano location.
• 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.
• We are looking for talented people, not just a CV that ticks all the boxes.

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’re committed 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.

Do you want to be Vontobel?

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich. We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds.

Private Clients Vontobel is committed to actively managing client assets with foresight across generations. We take a holistic approach, accurately monitor the markets, anticipate trends and opportunities, and develop individual solutions. This is how we protect the entrusted assets and create optimal conditions to increase them over the long term while taking controlled risks.

Institutional Clients Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach. Each of our boutiques draws on specialized investment talent, a strong performance culture and robust risk management. We deliver leading-edge solutions for both institutional and private clients.

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