Relationship Manager EAM

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

Zusammenfassung

Vontobel Beteiligungen AG in Basel is seeking a Relationship Manager to take over an existing client portfolio and expand the bank's external asset manager network. You will act as a trusted advisor, cross-selling investment, fiduciary, credit and banking solutions to high-value clients.

Ideal candidates bring 5+ years in relationship management, a strong client network, fluent German and English, and a proactive, analytical, team-oriented mindset to deliver excellent service from Basel's top

Qualifikationen

• Education in finance or economics.
• 5+ years of experience as a Relationship Manager.
• A strong network of potential customers.
• Client-focused with exceptional interpersonal skills and entrepreneurial spirit.
• Solution-oriented with sales and financial aptitude.
• Pro-active, analytical, and structured.
• Team player willing to go the extra mile and deliver high service.
• Fluent in German and English.

Aufgaben

• Take over an existing client portfolio.
• Develop new client connections and acquire new business from existing clients.
• Act as trusted advisor by providing multi-product recommendations.
• Develop understanding of client's needs and be responsive to changes.
• Manage your book of clients and lead the client experience.
• Leverage specialists to deliver integrated investment fiduciary, credit and banking solutions.

Kenntnisse

Relationship management

Interpersonal skills

Sales aptitude

Entrepreneurial spirit

Analytical thinking

Team player

Ausbildung

Finance/Economics education

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

Top Basel location

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

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

Asset Management

Patriot Act Certification

Deposit Insurance Scheme