BVZH Bank Vontobel AG
Client Relationship Manager EAM(m/w/x)
Full-timeOn-siteSenior
Lugano
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VOVontobel
Client Relationship Manager EAM Italy(m/w/x)
Lugano, Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Developing the Italian B2B market for investment firm clients. Five years of relationship management experience and a strong Italian financial network required. Latest technology, agile environment.
Requirements
- Education in finance or economics
- At least five years of experience as Relationship Manager
- Good network of potential multifamily offices and financial intermediaries in Italy
- Client-focused with exceptional interpersonal skills, high motivation and entrepreneurial spirit
- Solution-oriented with considerable sales and financial aptitude
- Pro-active, analytical, and structured
- Fluent in Italian
- Fluent in English
Tasks
- Partner with EAM clients
- Anticipate and exceed client needs
- Liaise between clients and internal stakeholders
- Drive sustainable growth
- Develop Italian B2B market
- Manage existing client portfolio
- Acquire new client relationships
- Provide trusted advice to clients
- Understand client needs and preferences
- Respond to business and client changes
- Manage client book effectively
- Lead client experience
- Leverage specialist resources
- Deliver integrated investment solutions
- Provide fiduciary and credit solutions
- Offer banking solutions
Work Experience
- 5 years
Education
- Bachelor's degree
Languages
- Italian – Fluent
- English – Fluent
Benefits
Informal Culture
- Friendly, diverse and dynamic team
- Flat hierarchy
- Collaboration at all levels
- Mutual respect
- Zero tolerance for discrimination
Modern Equipment
- Latest technology
Startup Environment
- Agile environment
Sustainability Focus
- Long-term focus on sustainability
Other Benefits
- Equal opportunity workplace
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Vontobel and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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VOVontobel
Client Relationship Manager EAM Italy(m/w/x)
Lugano, Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Developing the Italian B2B market for investment firm clients. Five years of relationship management experience and a strong Italian financial network required. Latest technology, agile environment.
Requirements
- Education in finance or economics
- At least five years of experience as Relationship Manager
- Good network of potential multifamily offices and financial intermediaries in Italy
- Client-focused with exceptional interpersonal skills, high motivation and entrepreneurial spirit
- Solution-oriented with considerable sales and financial aptitude
- Pro-active, analytical, and structured
- Fluent in Italian
- Fluent in English
Tasks
- Partner with EAM clients
- Anticipate and exceed client needs
- Liaise between clients and internal stakeholders
- Drive sustainable growth
- Develop Italian B2B market
- Manage existing client portfolio
- Acquire new client relationships
- Provide trusted advice to clients
- Understand client needs and preferences
- Respond to business and client changes
- Manage client book effectively
- Lead client experience
- Leverage specialist resources
- Deliver integrated investment solutions
- Provide fiduciary and credit solutions
- Offer banking solutions
Work Experience
- 5 years
Education
- Bachelor's degree
Languages
- Italian – Fluent
- English – Fluent
Benefits
Informal Culture
- Friendly, diverse and dynamic team
- Flat hierarchy
- Collaboration at all levels
- Mutual respect
- Zero tolerance for discrimination
Modern Equipment
- Latest technology
Startup Environment
- Agile environment
Sustainability Focus
- Long-term focus on sustainability
Other Benefits
- Equal opportunity workplace
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Vontobel and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Vontobel
Industry
FinancialServices
Description
The company is a family-owned and publicly listed investment firm committed to long-term thinking and sustainability.
Not a perfect match?
- BVZH Bank Vontobel AG
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