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Relationship Manager EAM(m/w/x)
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.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
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
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
German – Business Fluent
English – Business 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
- BVZH Bank Vontobel AGFull-timeOn-siteSeniorZürich
- BVZH Bank Vontobel AG
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Relationship Manager EAM(m/w/x)
The AI Job Search Engine
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.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
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
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
German – Business Fluent
English – Business 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
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.
- BVZH Bank Vontobel AG
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Full-timeOn-siteSeniorZürich - BVZH Bank Vontobel AG
Account Manager(m/w/x)
Full-timeOn-siteSeniorZürich - LGT Bank (Schweiz) AG
Assistant Relationship Manager – Swiss Onshore Market(m/w/x)
Full-timeOn-siteExperiencedZürich