Junior Relationship Manager
vontobel.wd3.myworkdayjobs.com
- Required language
- Italian professional, English professional
- Job written in
- English
- Location
- Lugano
- Work type
- On-site
- Type
- Full-time
The Junior Relationship Manager role at Vontobel focuses on developing and managing a client network within the Italian-speaking market, specifically targeting High Net Worth Individuals (HNWI) and Ultra High Net Worth Individuals (UHNWI). The company specializes in private and institutional asset management, offering a range of investment solutions. The main day-to-day responsibilities include acting as a trusted advisor to clients, providing tailored recommendations across multiple products and services. The role involves understanding clients' needs, preferences, and wealth status, and being responsive to changes in the business environment or clients' needs. The Junior Relationship Manager will manage a book of clients, ensuring a seamless experience by leveraging specialists and service officers. Additionally, the role involves building relationships with internal and external sales referral partners to identify new business development opportunities. To qualify for this role, candidates must have previous experience in a similar position within the banking industry, with a proven track record of developing a client book. Fluency in Italian and English is essential, along with strong interpersonal skills and the ability to build and maintain strong relationships. The ideal candidate should be a team player who can work under pressure and has an entrepreneurial spirit. Nice-to-have skills include knowledge of German. The role is based in Lugano, offering a top location with the latest technology and an agile work environment. The company values a flat hierarchy and collaboration at all levels, encouraging individuals who are passionate about the role to apply, even if they do not meet all the criteria. What the role asks for: - Previous experience in a similar position within the banking industry. - Proven track record of developing a book of clients. - Fluency in Italian and English. - Strong interpersonal skills. - Ability to build and maintain strong relationships. - Team player who can work under pressure. - Entrepreneurial spirit. - Knowledge of German (nice to have).
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