Wealth Relationship Manager - EAM Desk (Zurich)

Vontobel Asset Management, Inc.; Thalwil; On-site; CHF 120,000 - 180,000; Full time

Benefits offered by this job

Free lunch

Rooftop terraces and modern spaces

Open-office collaboration

Job summary

Vontobel Asset Management, Inc. is seeking a Relationship Manager to lead and expand an existing client portfolio in a Zurich-based environment. You will act as a trusted advisor, delivering integrated investment and banking solutions while deepening client relationships.

The role emphasizes proactive client engagement, analytical insight, and collaboration with product specialists to tailor fiduciary and wealth-management services for external asset managers and their clients.

Qualifications

• Education in finance or economics is required.
• Strong interpersonal and client-facing abilities.
• Proactive, analytical, and structured mindset.

Responsibilities

• Take over an existing client portfolio.
• Develop new client connections and acquire new business from existing clients.
• Act as trusted advisor by providing cross-product recommendations.
• Understand client needs and adapt to changes in business environment or client needs.
• Manage your book of clients and ensure a high level of service.

Skills

Interpersonal skills

Client-focused

Entrepreneurial spirit

Sales aptitude

Analytical

Structured

Team player

Education

Finance or Economics degree

Job description

Vontobel Asset Management, Inc. is seeking a Relationship Manager to lead and expand an existing client portfolio in a Zurich-based environment. You will act as a trusted advisor, delivering integrated investment and banking solutions while deepening client relationships.

The role emphasizes proactive client engagement, analytical insight, and collaboration with product specialists to tailor fiduciary and wealth-management services for external asset managers and their clients.