CH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Mortgage Advisor(m/w/x)
Full-timeOn-siteSenior
Lugano
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BVBVZH Bank Vontobel AG
Junior Relationship Manager(m/w/x)
Lugano
Full-timeOn-siteJunior
Nejo AI Summary
Building client networks for HNWI/UHNWI in the Italian market. Previous banking experience and client development track record required. Latest technology and agile environment.
Requirements
- Previous experience in similar banking position
- Track record of developing book of clients
- Ability to build strong relationships
- Ability to attract new clients for Italian market
- Good network of potential clients
- Client-focused individual
- Exceptional interpersonal skills
- Team player
- Ability to work under pressure
- Highly motivated
- Entrepreneurial spirit
- Fluency in Italian
- Fluency in English
- Effective communication skills
- Knowledge of German (advantageous)
- Enthusiasm for the role
- Determination to deliver in dynamic world
- Valuing unique perspectives
Tasks
- Develop your own client network of HNWI/UHNWI clients in the Italian speaking market
- Act as a trusted advisor to clients and prospects
- Provide recommendations encompassing multiple products and services
- Develop an in-depth understanding of client needs and preferences
- Understand clients' overall wealth
- Be responsive to changes in the business environment
- Be responsive to changes in client needs
- Effectively manage a book of clients
- Act as a relationship lead accountable for client experience
- Leverage specialists and service officers
- Leverage other expert resources
- Ensure integrated delivery of investment fiduciary solutions
- Ensure integrated delivery of credit solutions
- Ensure integrated delivery of banking solutions
- Build relationships with internal sales referral partners
- Build relationships with external sales referral partners
- Identify new business development opportunities
Education
- High school diploma
Languages
- Italian – Native
- English – Business Fluent
- German – Basic
Benefits
Modern Equipment
- Latest technology
Startup Environment
- Agile environment
Informal Culture
- Flat hierarchy
- Collaboration
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of BVZH Bank Vontobel AG 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.
Not a perfect match?
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BVBVZH Bank Vontobel AG
Junior Relationship Manager(m/w/x)
Lugano
Full-timeOn-siteJunior
Nejo AI Summary
Building client networks for HNWI/UHNWI in the Italian market. Previous banking experience and client development track record required. Latest technology and agile environment.
Requirements
- Previous experience in similar banking position
- Track record of developing book of clients
- Ability to build strong relationships
- Ability to attract new clients for Italian market
- Good network of potential clients
- Client-focused individual
- Exceptional interpersonal skills
- Team player
- Ability to work under pressure
- Highly motivated
- Entrepreneurial spirit
- Fluency in Italian
- Fluency in English
- Effective communication skills
- Knowledge of German (advantageous)
- Enthusiasm for the role
- Determination to deliver in dynamic world
- Valuing unique perspectives
Tasks
- Develop your own client network of HNWI/UHNWI clients in the Italian speaking market
- Act as a trusted advisor to clients and prospects
- Provide recommendations encompassing multiple products and services
- Develop an in-depth understanding of client needs and preferences
- Understand clients' overall wealth
- Be responsive to changes in the business environment
- Be responsive to changes in client needs
- Effectively manage a book of clients
- Act as a relationship lead accountable for client experience
- Leverage specialists and service officers
- Leverage other expert resources
- Ensure integrated delivery of investment fiduciary solutions
- Ensure integrated delivery of credit solutions
- Ensure integrated delivery of banking solutions
- Build relationships with internal sales referral partners
- Build relationships with external sales referral partners
- Identify new business development opportunities
Education
- High school diploma
Languages
- Italian – Native
- English – Business Fluent
- German – Basic
Benefits
Modern Equipment
- Latest technology
Startup Environment
- Agile environment
Informal Culture
- Flat hierarchy
- Collaboration
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of BVZH Bank Vontobel AG 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.
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?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Mortgage Advisor(m/w/x)
Full-timeOn-siteSeniorLugano - CH10 - BJB Bank Julius Baer & Co. Ltd.
Senior Mortgage Advisor(m/w/x)
Full-timeOn-siteSeniorLugano - CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme: Investment Advisor(m/w/x)
Full-timeOn-siteExperiencedLugano - CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme: Investment Advisor(m/w/x)
Full-timeOn-siteExperiencedLugano - Sunrise GmbH
Key Account Manager Italian-speaking Switzerland(m/w/x)
Full-timeOn-siteSeniorManno