BVZH Bank Vontobel AG
Senior Relationship Manager(m/w/x)
Full-timeOn-siteSenior
Zürich
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At a Swiss structured products issuer, acquiring new independent asset manager and family office clients for proprietary investment solutions and Actively Managed Certificates. 5+ years selling investment solutions with a solid existing portfolio of independent asset managers and family offices required. High degree of autonomy in client acquisition.
Requirements
- University degree or higher education
- At least 5 years' professional experience in selling structured products to independent asset managers and family offices
- Solid existing portfolio of independent asset managers and family offices in German-speaking Switzerland; customer network in Ticino (advantage)
- Entrepreneurial personality; ability to develop client portfolio independently
- Team spirit, dynamic, proactive, results-oriented
- Mother tongue Swiss-German; fluent English; French (asset)
Tasks
- Acquire new customers in German-speaking Switzerland
- Target independent asset managers and family offices
- Sell structured products
- Sell proprietary investment solutions
- Sell Actively Managed Certificates
- Build and develop strong customer relationships
- Provide high-quality customer service
- Identify customer needs
- Propose appropriate solutions
- Deliver real added value to customers
- Collaborate with structuring and trading teams
- Collaborate with other stakeholders
Work Experience
- 5 years
Education
- Bachelor's degree
Languages
- German – Native
- English – Business Fluent
- French – Basic
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of BCV 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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- BVZH Bank Vontobel AG
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At a Swiss structured products issuer, acquiring new independent asset manager and family office clients for proprietary investment solutions and Actively Managed Certificates. 5+ years selling investment solutions with a solid existing portfolio of independent asset managers and family offices required. High degree of autonomy in client acquisition.
Requirements
- University degree or higher education
- At least 5 years' professional experience in selling structured products to independent asset managers and family offices
- Solid existing portfolio of independent asset managers and family offices in German-speaking Switzerland; customer network in Ticino (advantage)
- Entrepreneurial personality; ability to develop client portfolio independently
- Team spirit, dynamic, proactive, results-oriented
- Mother tongue Swiss-German; fluent English; French (asset)
Tasks
- Acquire new customers in German-speaking Switzerland
- Target independent asset managers and family offices
- Sell structured products
- Sell proprietary investment solutions
- Sell Actively Managed Certificates
- Build and develop strong customer relationships
- Provide high-quality customer service
- Identify customer needs
- Propose appropriate solutions
- Deliver real added value to customers
- Collaborate with structuring and trading teams
- Collaborate with other stakeholders
Work Experience
- 5 years
Education
- Bachelor's degree
Languages
- German – Native
- English – Business Fluent
- French – Basic
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of BCV 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
BCV
Industry
FinancialServices
Description
Die BCV ist die Kantonalbank des Kantons Waadt und bietet umfassende Finanzdienstleistungen für Privatkunden und Unternehmen an.
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- BVZH Bank Vontobel AG
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