Relationship Manager EAM

Vontobel Asset Management, Inc.; Zürich; Hybrid; CHF 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Free lunch

Modern offices

Flat hierarchy

Zusammenfassung

Vontobel Asset Management, Inc. is seeking a Relationship Manager for their EAM desk in Zurich. You will take over an existing client portfolio, develop new connections and acquire business from current clients, and act as a trusted advisor who recommends multi-product solutions.

The role requires five+ years of Relationship Manager experience, a finance or economics education, and a strong client network. You will work in a collaborative, agile environment with a flat hierarchy and modern

Qualifikationen

• An education in finance or economics.
• At least five years as a Relationship Manager.
• Strong network of potential customers.
• Client-focused with interpersonal skills and entrepreneurial spirit.
• Sales and financial aptitude.
• Pro-active, analytical and structured.
• Team player willing to go the extra mile and deliver high service.

Aufgaben

• Take over an existing client portfolio.
• Develop new client connections and acquire new business from existing clients.
• Act as trusted advisor with multi-product recommendations.
• Understand client needs and respond to changes in business environment.
• Manage your book and lead client experience.
• Leverage specialists to deliver integrated investment fiduciary, credit, and banking solutions.

Kenntnisse

Interpersonal skills

Sales aptitude

Financial aptitude

Analytical thinking

Team player

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 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.