Zurich-Based Bilingual Private Client Relationship Manager

Vontobel; Zürich; Vor Ort; CHF 70.000 - 100.000; Vollzeit

Benefits dieser Stelle

Top Zurich location

Zusammenfassung

Vontobel seeks a Junior Relationship Manager to own and manage a client portfolio within Private Clients, delivering tailored investment and banking solutions. You will act as a trusted advisor to clients and prospects, aligning recommendations with their wealth needs and risk appetite.

Based in Zurich, the role requires a client-focused mindset, strong interpersonal skills, and the ability to collaborate with cross-functional teams.

Qualifikationen

• Previous experience in a similar position within the banking industry.
• A client-focused individual with exceptional interpersonal skills.
• A team player who can work under pressure.
• Highly motivated and with an entrepreneurial spirit.
• Fluency in English and German and effective communication skills.

Aufgaben

• Take ownership and support the management of a client portfolio, putting the client’s needs in first place.
• Act as a trusted advisor to clients and prospects by providing recommendations that encompass multiple products and services.
• Develop in-depth understanding of client’s needs, preferences and overall wealth and be responsive to the changes in the business environment or clients’ needs.
• Effectively manage a book of clients and act as a relationship lead accountable for the clients’ experience.
• Leverage specialists, service officers and other expert resources to ensure the integrated delivery of investment fiduciary, credit, and banking solutions.

Kenntnisse

Client-focused

Interpersonal skills

Team player

Entrepreneurial spirit

English & German

Jobbeschreibung

Vontobel seeks a Junior Relationship Manager to own and manage a client portfolio within Private Clients, delivering tailored investment and banking solutions. You will act as a trusted advisor to clients and prospects, aligning recommendations with their wealth needs and risk appetite.

Based in Zurich, the role requires a client-focused mindset, strong interpersonal skills, and the ability to collaborate with cross-functional teams.