Junior Relationship Manager

Vontobel; Zürich; Vor Ort; CHF 70.000 - 95.000; Vollzeit

Benefits dieser Stelle

Free lunch

Flat hierarchy

Campus feeling

Diverse team

Zusammenfassung

Vontobel in Zurich is seeking a highly motivated Junior Relationship Manager to take ownership and support the management of a client portfolio, putting the client's needs first. You will act as a trusted advisor to clients and prospects by providing recommendations across multiple products and services, and you will develop an in-depth understanding of each client's needs and wealth.

You will manage a book of clients as a relationship lead, coordinate with specialists and service officers to

Qualifikationen

• Client-focused attitude and strong interpersonal capabilities.
• Ability to work well in a team and under pressure.
• Entrepreneurial mindset and proactive approach.
• 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 first.
• Act as a trusted advisor to clients and prospects by providing recommendations across multiple products and services.
• Develop an in-depth understanding of client's 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 ensuring the client experience.

Kenntnisse

Client-focused

Interpersonal skills

Team player

Entrepreneurial spirit

English and 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 client's needs.
• Effectively manage a book of clients and act as a relationship lead accountable for the client's 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.

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. Even if you don’t meet all the criteria, we encourage you to apply if you're enthusiastic about the role.

Do you want to be Vontobel? Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.

At Vontobel, we are an equal opportunity workplace. 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.

If you have any questions you can contact us through our contact form.

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.

Do you want to be Vontobel?

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.

Vontobel Career Page