Relationship Manager EAM

Vontobel Holding AG; Basel; Vor Ort; CHF 120.000 - 190.000; Vollzeit

Benefits dieser Stelle

Open-office space

Modern equipment

Latest technology

Agile work culture

Flat hierarchy

Campus vibe

Collaborative culture

Zusammenfassung

Vontobel Asset Management, Inc. in Basel is seeking a Relationship Manager to join our EAM desk. You will take over an existing client portfolio, develop new client connections, and act as a trusted advisor by integrating investment fiduciary, credit, and banking solutions.

You will leverage specialists and a collaborative team to deliver exceptional service, understand client needs, and drive new business from existing relationships in a dynamic, agile environment.

Qualifikationen

• Education in finance or economics is required.
• At least five years as a Relationship Manager; experience with external asset managers is a plus.
• Strong network of potential customers is desirable.
• Client-focused with exceptional interpersonal skills, high motivation and entrepreneurial spirit.
• Pro-active, analytical and structured approach.
• Team player willing to go the extra mile and deliver high service levels.

Aufgaben

• Take over an existing client portfolio.
• Develop new client connections and bring in existing client relationships; acquire new business from existing clients.
• Act as a trusted advisor to clients and prospects by providing recommendations across products and services.
• Develop in-depth understanding of client needs and wealth; respond to changes in the business environment.
• Manage your book of clients and lead the client experience.
• Leverage specialists and other resources to ensure integrated delivery of investment fiduciary, credit, and banking solutions.

Kenntnisse

Relationship management

Client networking

Sales aptitude

Interpersonal skills

Ausbildung

Finance or Economics degree

Jobbeschreibung

Are you passionate about the financial world and do you enjoy building and maintaining long-lasting relationships with clients? Our EAM desk is looking for a Relationship Manager to join their team.

What would your role be?

• Take over an existing client portfolio
• Develop new client connections, bring in existing own client relationships, and be responsible for acquiring new business from existing clients
• 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 your 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?

• An Education in the field of finance or economics
• At least five years of experience as a Relationship Manager (experience supporting external asset managers (EAM) is an asset)
• A good network of potential customers
• A client-focused individual with exceptional interpersonal skills, high motivation and entrepreneurial spirit
• Solution-oriented and considerable sales and financial aptitude
• Pro-active, analytical, and structured
• A team player willing to go the extra mile and committed to delivering a consistently high service level

What we offer

• Friendly, diverse team in an open-office space with modern equipment.
• 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 29 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.