Relationship Manager EAM

vontobel; Thalwil; On-site; CHF 110,000 - 170,000; Full time

Job summary

Vontobel is seeking an experienced Relationship Manager to take over an existing client portfolio and expand the client base in Zürich. You will act as a trusted advisor, delivering integrated wealth solutions across investments, fiduciary, credit, and banking services.

You will collaborate with specialists to ensure a seamless client experience. The role requires a finance or economics background and at least five years in relationship management, with fluency in German and English.

Qualifications

• Five years of experience as a Relationship Manager (experience with external asset managers is an asset).
• A strong network of potential clients is required.
• Client-focused with exceptional interpersonal skills, high motivation 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.

Responsibilities

• 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 across multiple products and services.
• Develop in-depth understanding of client needs and respond to changes in the business environment.
• Manage your book of clients and lead the client experience.
• Coordinate with specialists and service officers to deliver integrated investment, fiduciary, credit, and banking solutions.

Skills

Client relationships

Sales aptitude

Communication

Network building

Team player

Analytical

Proactive

Entrepreneurial spirit

Education

Education in finance or economics

Job description

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 offe r

• Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.
• 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.

Do you want to be Vontobel?

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.