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BVZH Bank Vontobel AG
8d ago

Relationship Manager EAM(m/w/x)

Zürich
Full-timeOn-siteSenior

Description

You will act as a trusted advisor by managing an existing portfolio and driving growth through new connections. Your day-to-day involves delivering integrated financial solutions while ensuring a premium client experience.

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Requirements

  • Education in finance or economics
  • Five years experience as Relationship Manager
  • Good network of potential customers
  • Client-focus and exceptional interpersonal skills
  • High motivation and entrepreneurial spirit
  • Solution-orientation and financial aptitude
  • Pro-active, analytical, and structured approach
  • Teamwork and commitment to service level
  • Fluency in German and English

Education

Bachelor's degree

Tasks

  • Take over an existing client portfolio
  • Develop new client connections
  • Onboard existing personal client relationships
  • Acquire new business from current clients
  • Provide product and service recommendations as a trusted advisor
  • Develop in-depth understanding of client needs and wealth
  • Respond to changing business environments and client preferences
  • Manage a client book as the primary relationship lead
  • Ensure high-quality client experiences
  • Leverage specialists to deliver integrated investment and banking solutions

Languages

GermanBusiness Fluent

EnglishBusiness Fluent

Benefits

Parking & Commuter Benefits

  • Top Zurich location

Modern Office

  • Collaboration spaces
  • Open-office space

Other Benefits

  • Rooftop terraces
  • Equal opportunity workplace

Free or Subsidized Food

  • Free lunch

Informal Culture

  • Friendly and diverse team
  • Flat hierarchy
  • Campus feeling
  • Collaborative spirit

Modern Equipment

  • Modern equipment
  • Latest technology

Startup Environment

  • Agile environment
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.
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