Senior Relationship Manager EAM (100%)

Are you passionate about the financial world and do you enjoy building and maintaining long-lasting relationships with clients? Our EAM desk is looking for a Relationship Manager to join their team.

What would your role be?

Take over an existing client portfolio

Develop new client connections, bring in existing own client relationships, and be responsible for acquiring new business from existing clients

Act as a trusted advisor to clients and prospects by providing recommendations that encompass multiple products and services

Develop in-depth understanding of client’s needs, preferences and overall wealth and be responsive to the changes in the business environment or clients’ needs

Effectively manage your book of clients and act as a relationship lead accountable for the clients’ experience

Leverage specialists, service officers and other expert resources to ensure the integrated delivery of investment fiduciary, credit, and banking solutions

What are we looking for?

An Education in the field of finance or economics

At least five years of experience as a Relationship Manager (experience supporting external asset managers (EAM) is an asset)

A good network of potential customers

A client-focused individual with exceptional interpersonal skills, high motivation and entrepreneurial spirit

Solution-oriented and considerable sales and financial aptitude

Pro-active, analytical, and structured

A team player willing to go the extra mile and committed to delivering a consistently high service level

Fluent in German, English

What we offer

Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.

Friendly, diverse team in an open-office space with modern equipment.

All the latest technology to help you excel and advance.

Agile environment in how we think, the way we work and our trust for each other.

Flat hierarchy with collaboration on all levels.

Campus feeling and collaborative spirit.

Why Vontobel?

At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability.

Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.

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