Junior Relationship Manager

Vontobel Holding AG; Zürich; Hybrid; CHF 90.000 - 120.000; Vollzeit

Benefits dieser Stelle

Free lunch

Zurich location

Modern tech

Agile culture

Flat hierarchy

Campus vibe

Zusammenfassung

Vontobel Holding AG in Zurich seeks a Junior Relationship Manager to support client portfolio management and act as a trusted advisor. You will provide multi-product recommendations, develop deep understanding of client needs, and ensure an excellent client experience in a fast-paced private banking environment.

You will collaborate with specialists to deliver integrated investment, fiduciary, credit, and banking solutions while maintaining strong communication with clients and prospects.

Qualifikationen

• Previous experience in a similar position within the banking industry.
• Client-focused with exceptional interpersonal skills.
• A team player who can work under pressure.
• Highly motivated with an entrepreneurial spirit.
• Fluency in English and German and effective communication skills.

Aufgaben

• 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.

Kenntnisse

Client focus

Interpersonal skills

Team player

Motivated

Entrepreneurial spirit

English & German fluency

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.