Relationship Manager EAM

Jobup; Zürich; Vor Ort; CHF 120.000 - 190.000; Vollzeit

Benefits dieser Stelle

Top Basel location

Friendly, diverse team

Modern equipment

Agile environment

Flat hierarchy

Campus feeling

Zusammenfassung

Vontobel in Basel is seeking a seasoned Relationship Manager to manage and grow an existing client portfolio and build new connections. You will act as a trusted advisor, assess client needs, and coordinate with specialists to deliver tailored investment, fiduciary, credit and banking solutions.

Fluent German and English are required. The role offers a dynamic, collaborative environment, flat hierarchy, and opportunities to advance within a global wealth management team.

Qualifikationen

• Finance or economics degree or equivalent.
• Minimum 5 years of experience as Relationship Manager.
• Strong client focus with excellent interpersonal skills.
• Pro-active, sales-driven mindset with analytical abilities.
• Fluent in German and English.

Aufgaben

• Take over an existing client portfolio and manage it effectively.
• Develop new client connections and leverage your network.
• Act as a trusted advisor to clients by providing multi-product recommendations.
• Develop in-depth understanding of clients’ needs and wealth, adapting to changes.
• Manage your book of clients and lead the client experience.
• Coordinate with specialists to deliver integrated investment, fiduciary, credit, and banking solutions.

Kenntnisse

Finance/Economics background

Interpersonal skills

Sales mindset

Analytical abilities

Fluency in German & English

Ausbildung

Finance or Economics degree

Jobbeschreibung

Join Vontobel as a Relationship Manager in Basel! Enjoy a dynamic, supportive work environment.

Tasks

• Manage and grow an existing client portfolio effectively.
• Develop new client connections and leverage your network.
• Act as a trusted advisor, understanding clients' diverse needs.

Skills

• Finance or economics education with 5+ years in a similar role.
• Exceptional interpersonal skills and client-focused approach.
• Pro-active mindset with strong sales and analytical abilities.

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.

Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.

Do you want to be Vontobel?