Senior Relationship Manager, Private & Institutional

Vontobel; Zürich; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Top Zurich location

Free lunch

Open office space

Agile environment

Flat hierarchy

Campus feel

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Interpersonal skills

Sales aptitude

Entrepreneurial spirit

Analytical mindset

Team player

German language

English language

Ausbildung

Finance or Economics education

Jobbeschreibung

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.