Junior Relationship Manager

Vontobel; Zürich; Vor Ort; CHF 70.000 - 100.000; Vollzeit

Benefits dieser Stelle

Top Zurich location

Zusammenfassung

Vontobel seeks a Junior Relationship Manager to own and manage a client portfolio within Private Clients, delivering tailored investment and banking solutions. You will act as a trusted advisor to clients and prospects, aligning recommendations with their wealth needs and risk appetite.

Based in Zurich, the role requires a client-focused mindset, strong interpersonal skills, and the ability to collaborate with cross-functional teams.

Qualifikationen

• 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.

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-focused

Interpersonal skills

Team player

Entrepreneurial spirit

English & German

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. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

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.