BVZH Bank Vontobel AG
Senior Relationship Manager(m/w/x)
Full-timeOn-siteSenior
Zürich
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BVBVZH Bank Vontobel AG
Relationship Manager EAM(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Managing and expanding a portfolio of External Asset Managers at a family-owned financial firm. Established network of potential clients essential. Free lunch provided.
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
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
Education
- Bachelor's degree
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
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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BVBVZH Bank Vontobel AG
Relationship Manager EAM(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Managing and expanding a portfolio of External Asset Managers at a family-owned financial firm. Established network of potential clients essential. Free lunch provided.
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
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
Education
- Bachelor's degree
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
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.
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