Wealth Relationship Manager - Client Advisory, Zurich

vontobel; Thalwil; On-site; CHF 110,000 - 170,000; Full time

Job summary

Vontobel is seeking an experienced Relationship Manager to take over an existing client portfolio and expand the client base in Zürich. You will act as a trusted advisor, delivering integrated wealth solutions across investments, fiduciary, credit, and banking services.

You will collaborate with specialists to ensure a seamless client experience. The role requires a finance or economics background and at least five years in relationship management, with fluency in German and English.

Qualifications

• Five years of experience as a Relationship Manager (experience with external asset managers is an asset).
• A strong network of potential clients is required.
• Client-focused with exceptional interpersonal skills, high motivation 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.

Responsibilities

• Take over an existing client portfolio.
• Develop new client connections and bring in existing client relationships; acquire new business from existing clients.
• Act as a trusted advisor to clients and prospects across multiple products and services.
• Develop in-depth understanding of client needs and respond to changes in the business environment.
• Manage your book of clients and lead the client experience.
• Coordinate with specialists and service officers to deliver integrated investment, fiduciary, credit, and banking solutions.

Skills

Client relationships

Sales aptitude

Communication

Network building

Team player

Analytical

Proactive

Entrepreneurial spirit

Education

Education in finance or economics

Job description

Vontobel is seeking an experienced Relationship Manager to take over an existing client portfolio and expand the client base in Zürich. You will act as a trusted advisor, delivering integrated wealth solutions across investments, fiduciary, credit, and banking services.

You will collaborate with specialists to ensure a seamless client experience. The role requires a finance or economics background and at least five years in relationship management, with fluency in German and English.