Junior Relationship Manager

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

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.