Junior Relationship Manager
Publication date:
04 April 2025Workload:
100%Contract type:
Permanent position- Place of work:Zurich
Job summary
Join Vontobel as a Junior Relationship Manager, where passion meets finance. Experience a dynamic work environment and great benefits!
Tasks
- Manage a client portfolio with a focus on their needs and preferences.
- Act as a trusted advisor, recommending tailored financial solutions.
- Leverage specialists to provide integrated banking and investment services.
Skills
- Experience in banking or a similar role is required.
- Exceptional interpersonal and communication skills are essential.
- Fluency in English and German is a must.
Is this helpful?
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.
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