Relationship Manager Eam - Zurich, Schweiz - Bank Vontobel

Bank Vontobel
Bank Vontobel
Geprüftes Unternehmen
Zurich, Schweiz

vor 3 Wochen

Lena Schneider

Geschrieben von:

Lena Schneider

beBee Recruiter


Beschreibung
Bank Vontobel Zurich, SwitzerlandPosted 23 hours ago Permanent Competitive

  • Relationship Manager EAM (100%)
  • At Vontobel, we actively shape the future. We create and pursue investment opportunities with determination. We master what we do and we only do what we master. This is how we get our clients ahead. As a global financial services provider with Swiss roots, we specialize in wealth management, active asset management and tailormade investment solutions.
  • Are you passionate about the financial world and do you enjoy building and maintaining longlasting relationships with clients? Our EAM desk is looking for a Relationship Manager to join their team

These will be your tasks:


  • You will take over an existing client portfolio
  • You will develop new client connections, bring in existing own client relationships, and be responsible for acquiring new business from existing clients
  • Act as a trusted advisor to clients and prospects by providing recommendations that encompass multiple products and services
  • Develop indepth understanding of client's needs, preferences and overall wealth and be responsive to the changes in the business environment or clients' needs
  • Effectively manage your 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

We are looking for someone who has:

  • A Education in the field of finance or economics
  • At least five years of experience as a Relationship Manager (experience supporting external asset managers (EAM) is an asset)
  • A good network of potential customers
  • Ability to work and collaborate closely with other Vontobel employees
  • A clientfocused individual with exceptional interpersonal skills
  • Solutionoriented and has considerable sales and financial aptitude
  • Proactive, analytical, and structured
  • Highly motivated and with an entrepreneurial spirit
  • A team player who can work under pressure
  • Fluent in German, English

What we offer:


  • We work according to agile principles especially in our way of thinking and our methodology and we work with mutual trust
  • Teamwork is important to us: We always exchange valuable knowledge and skills with each other
  • One Vontobel
  • We offer the opportunity to increase your knowledge of Risk & Compliance requirement policies through specialised training courses
  • Our work culture is characterized by short communication channels and direct crossdepartmental contact and information exchange
  • We offer the option for home office (Flexible working times), diverse benefits and provide a firstclass lunch menu when you work in the office
  • At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.
  • We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.
  • If you have any questions you can contact us through our contact form.
  • Job ID 6326

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