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BVBVZH Bank Vontobel AG

Client Relationship Manager EAM(m/w/x)

Lugano
Full-timeOn-siteSenior

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

  • ItalianFluent
  • EnglishFluent

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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