Relationship Manager EAM

Bank Vontobel; Basel; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Zusammenfassung

Bank Vontobel in Basel is seeking a Relationship Manager to take over an existing client portfolio and develop new connections. You will act as a trusted advisor, understanding client needs and delivering integrated investment, credit and banking solutions.

The role requires a finance/economics background, 5+ years RM experience, a strong network, and fluency in German and English. A proactive, client-focused team player is essential.

Qualifikationen

• An Education in finance or economics is required.
• At least five years of experience as a Relationship Manager.
• A good network of potential customers is essential.
• Customer-focused with strong interpersonal skills, motivation and entrepreneurial spirit.
• Solution-oriented with sales and financial aptitude.

Aufgaben

• Take over an existing client portfolio.
• Develop new client connections and acquire new business from existing clients.
• Act as a trusted advisor by recommending products/services across multiple areas.
• Develop deep understanding of clients' needs and adapt to changes.
• Manage your book of clients and lead the client experience.
• Leverage specialists and resources to deliver integrated investment, credit and banking solutions.

Kenntnisse

Relationship management

Networking

Sales & advisory

Client service

Team collaboration

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
• Fluent in German, English

What we offer

• Top Basel location.
• 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.

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.