Junior Relationship Manager

Posted 5 Days Ago
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Zürich
Junior
Fintech • Financial Services
The Role
The Junior Relationship Manager will manage a client portfolio, acting as an advisor and ensuring delivery of banking solutions while developing client relationships.
Summary Generated by Built In

Are you passionate about the financial world? For our Private Clients Employee Desk team, we are looking for a highly motivated and engaged Junior Relationship Manager.

What would your role be?

  • Take ownership and support the management of a client portfolio, putting the client’s needs in first place.
  • 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 a 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?

  • Previous experience in a similar position within the banking industry.
  • A client-focused individual with exceptional interpersonal skills.
  • A team player who can work under pressure.
  • Highly motivated and with an entrepreneurial spirit.
  • Fluency in English and German and effective communication skills.

What do we offer?

  • Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.
  • Friendly, diverse team in an open-office space with dancing walls.
  • 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.

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

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.

Do you want to be Vontobel?

Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

If you have any questions you can contact us through our contact form.

Top Skills

Banking Concepts
Customer Relationship Management
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The Company
2,432 Employees
On-site Workplace
Year Founded: 1924

What We Do

Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients. With our investment-led approach that focuses exclusively on the buy-side of financial markets, we think and act purely from the client’s perspective – as an investor for investors.

This includes continually rethinking how to empower investors – something we have engaged in for over 100 years. Harnessing the power of technology allows us to deploy our investment expertise across multiple platforms and ecosystems, while aiming to offer an individualized and high-quality client experience.

Our conviction that successful investing begins with the assumption of personal responsibility means we focus on empowering employees to unlock their potential, take ownership of their work, and bring opportunities to life. We continuously scrutinize our achievements as we strive to exceed the expectations of our clients.

Important legal notice: This publication is deemed to be marketing material within the meaning of Article 68 of the Swiss Financial Services Act and is provided for informational purposes only. We will be happy to provide you with additional information about the specified financial products, such as the prospectus or the basic information sheet, free of charge, at any time

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