Senior Relationship Manager, EAM – Wealth & Banking Solutions

Vontobel Beteiligungen AG; Basel; Vor Ort; CHF 120.000 - 190.000; Vollzeit

Zusammenfassung

Vontobel Beteiligungen AG in Basel is seeking a Relationship Manager to take over an existing client portfolio and expand the bank's external asset manager network. You will act as a trusted advisor, cross-selling investment, fiduciary, credit and banking solutions to high-value clients.

Ideal candidates bring 5+ years in relationship management, a strong client network, fluent German and English, and a proactive, analytical, team-oriented mindset to deliver excellent service from Basel's top

Qualifikationen

• Education in finance or economics.
• 5+ years of experience as a Relationship Manager.
• A strong network of potential customers.
• Client-focused with exceptional interpersonal skills 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.
• Fluent in German and English.

Aufgaben

• Take over an existing client portfolio.
• Develop new client connections and acquire new business from existing clients.
• Act as trusted advisor by providing multi-product recommendations.
• Develop understanding of client's needs and be responsive to changes.
• Manage your book of clients and lead the client experience.
• Leverage specialists to deliver integrated investment fiduciary, credit and banking solutions.

Kenntnisse

Relationship management

Interpersonal skills

Sales aptitude

Entrepreneurial spirit

Analytical thinking

Team player

Ausbildung

Finance/Economics education

Jobbeschreibung

Vontobel Beteiligungen AG in Basel is seeking a Relationship Manager to take over an existing client portfolio and expand the bank's external asset manager network. You will act as a trusted advisor, cross-selling investment, fiduciary, credit and banking solutions to high-value clients.

Ideal candidates bring 5+ years in relationship management, a strong client network, fluent German and English, and a proactive, analytical, team-oriented mindset to deliver excellent service from Basel's top