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Client Relationship Manager EAM(m/w/x)
Developing the Italian B2B market for a global investment firm, managing existing portfolios and acquiring new client relationships. At least five years of Relationship Manager experience with a strong network in Italy required. Latest technology and agile environment.
Requirements
- Education in finance or economics
- At least five years of Relationship Manager experience
- 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 and English
Tasks
- Develop the Italian B2B market
- Manage an existing client portfolio
- Acquire new client relationships
- Advise clients and prospects on multiple products and services
- Understand clients' needs and preferences deeply
- Respond to changes in the business environment and client needs
- Manage client relationships effectively
- Ensure a positive client experience
- Leverage specialist resources for integrated 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
Modern Equipment
- Latest technology
Startup Environment
- Agile environment
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Client Relationship Manager EAM(m/w/x)
Developing the Italian B2B market for a global investment firm, managing existing portfolios and acquiring new client relationships. At least five years of Relationship Manager experience with a strong network in Italy required. Latest technology and agile environment.
Requirements
- Education in finance or economics
- At least five years of Relationship Manager experience
- 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 and English
Tasks
- Develop the Italian B2B market
- Manage an existing client portfolio
- Acquire new client relationships
- Advise clients and prospects on multiple products and services
- Understand clients' needs and preferences deeply
- Respond to changes in the business environment and client needs
- Manage client relationships effectively
- Ensure a positive client experience
- Leverage specialist resources for integrated 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
Modern Equipment
- Latest technology
Startup Environment
- Agile environment
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
BVZH Bank Vontobel AG
Industry
FinancialServices
Description
The company is a family-owned and publicly listed firm committed to long-term thinking and sustainability.
Not a perfect match?
- Vontobel
Client Relationship Manager EAM Italy(m/w/x)
Full-timeOn-siteSeniorLugano, Zürich - BVZH Bank Vontobel AG
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Full-timeOn-siteSeniorManno - Sunrise GmbH
Key Account Manager Italian-speaking Switzerland(m/w/x)
Full-timeOn-siteSeniorManno - CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme: Investment Advisor(m/w/x)
Full-timeOn-siteExperiencedLugano