Junior Relationship Manager

Vontobel Holding AG; Thalwil; Vor Ort; CHF 85.000 - 115.000; Vollzeit

Benefits dieser Stelle

Top Zurich location

Free lunch

Open-office space

Dancing walls

Latest technology

Agile culture

Flat hierarchy

Campus feel

Zusammenfassung

Vontobel Holding AG in Zurich seeks a Junior Relationship Manager for the Private Clients Employee Desk to own and manage client portfolios and act as a trusted advisor across multiple products.

You will develop deep understanding of clients' needs, collaborate with specialists to deliver integrated investment, fiduciary, credit and banking solutions, and maintain a high level of service in a dynamic environment. Fluent in English and German is expected.

Qualifikationen

• Previous banking experience in a similar role.
• Client-focused with exceptional interpersonal skills.
• Team player able to work under pressure.
• Highly motivated with an entrepreneurial mindset.
• Fluent in English and German with effective communication skills.

Aufgaben

• Own and support management of a client portfolio.
• Act as trusted advisor with multi-product recommendations.
• Understand client needs and wealth, respond to changes.
• Manage a book of clients and be relationship lead.
• Leverage specialists and resources to deliver integrated solutions.

Kenntnisse

Client-focused mindset

Interpersonal skills

Team player

Entrepreneurial spirit

Effective communication

Jobbeschreibung

Are you passionate about the financial world? For our Private Clients Employee Desk team, we are looking for a highly motivated and engaged Junior Relationship Manager.

What would your role be?

• Take ownership and support the management of a client portfolio, putting the client’s needs in first place.
• 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.

What are we looking for?

• Previous experience in a similar position within the banking industry.
• 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 English and German and effective communication skills.

What do we offer?

• Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.
• Friendly, diverse team in an open-office space with dancing walls.
• 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.
• Campus feeling and collaborative spirit.

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.