Relationship Manager EAM (m|f|x) Zürich

Are you passionate about the financial world and do you enjoy building and maintaining long-lasting relationships with clients? Our EAM desk is looking for a Relationship Manager to join their team.

At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability.

Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.

Tasks

• Take over an existing client portfolio
• 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 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 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

Profile / Your qualification / Your personality

• An 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
• A client-focused individual with exceptional interpersonal skills, high motivation and entrepreneurial spirit
• Solution-oriented and considerable sales and financial aptitude
• Pro-active, analytical, and structured
• A team player willing to go the extra mile and committed to delivering a consistently high service level
• Fluent in German, English

That awaits you

• Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.
• Friendly, diverse team in an open-office space with modern equipment.
• All the latest technology to help you excel and advance.
• Agile environment in how we think, the way we work and our trust for each other.
• Flat hierarchy with collaboration on all levels.
• Campus feeling and collaborative spirit.

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Contact

Location

Gotthardstrasse 43, CH-8002 Zürich