Senior Relationship Manager – EAM Wealth Advisory

Bank Vontobel; Basel; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Zusammenfassung

Bank Vontobel in Basel is seeking a Relationship Manager to take over an existing client portfolio and develop new connections. You will act as a trusted advisor, understanding client needs and delivering integrated investment, credit and banking solutions.

The role requires a finance/economics background, 5+ years RM experience, a strong network, and fluency in German and English. A proactive, client-focused team player is essential.

Qualifikationen

• An Education in finance or economics is required.
• At least five years of experience as a Relationship Manager.
• A good network of potential customers is essential.
• Customer-focused with strong interpersonal skills, motivation and entrepreneurial spirit.
• Solution-oriented with sales and financial aptitude.

Aufgaben

• Take over an existing client portfolio.
• Develop new client connections and acquire new business from existing clients.
• Act as a trusted advisor by recommending products/services across multiple areas.
• Develop deep understanding of clients' needs and adapt to changes.
• Manage your book of clients and lead the client experience.
• Leverage specialists and resources to deliver integrated investment, credit and banking solutions.

Kenntnisse

Relationship management

Networking

Sales & advisory

Client service

Team collaboration

Ausbildung

Finance or Economics degree

Jobbeschreibung

Bank Vontobel in Basel is seeking a Relationship Manager to take over an existing client portfolio and develop new connections. You will act as a trusted advisor, understanding client needs and delivering integrated investment, credit and banking solutions.

The role requires a finance/economics background, 5+ years RM experience, a strong network, and fluency in German and English. A proactive, client-focused team player is essential.