Relationship Manager EAM

Vontobel; Zürich; On-site; CHF 120,000 - 180,000; Full time

Benefits offered by this job

Top Zurich location

Free lunch

Open office space

Agile environment

Flat hierarchy

Campus feel

Job summary

Vontobel is seeking a Relationship Manager to join the EAM desk in Zurich. You will take over an existing client portfolio, develop new client connections, and act as a trusted advisor delivering integrated investment and banking solutions.

You will work with specialists and service officers to ensure a superior client experience, leveraging your network and financial acumen. Fluent German and English are required, and a strong entrepreneurial mindset is valued.

Qualifications

• Education in finance or economics required.
• Strong interpersonal and advisory skills.
• Proven ability to develop and maintain client relationships.
• Good network building and business development capabilities.
• Fluency in German and English required.

Responsibilities

• Take over an existing client portfolio.
• Develop new client connections and acquire new business from existing clients.
• Act as a trusted advisor providing multi-product recommendations.
• Understand client needs and adapt to changing environment.
• Manage the book of clients and lead client experience.
• Coordinate with specialists to deliver integrated investment, fiduciary, credit, and banking solutions.

Skills

Interpersonal skills

Sales aptitude

Entrepreneurial spirit

Analytical mindset

Team player

German language

English language

Education

Finance or Economics education

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.

Responsibilities

• 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

Requirements

• 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 and English

Benefits

• 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.

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 2000 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.

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.

By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich. We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds.

Private Clients

Vontobel is committed to actively managing client assets with foresight across generations. We take a holistic approach, accurately monitor the markets, anticipate trends and opportunities, and develop individual solutions. This is how we protect the entrusted assets and create optimal conditions to increase them over the long term while taking controlled risks.

Institutional Clients

Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach. Each of our boutiques draws on specialized investment talent, a strong performance culture and robust risk management. We deliver leading-edge solutions for both institutional and private clients.