Relationship Manager EAM

About the role

Vontobel's EAM desk is looking for a Relationship Manager in Basel. The role centres on managing an existing client portfolio, developing new client connections and acting as a trusted advisor across investment, credit and banking solutions.

Key responsibilities

• Take over an existing client portfolio and develop new client connections, including bringing in existing own-client relationships and acquiring new business from existing clients.
• Act as a trusted advisor to clients and prospects, recommending multiple products and services.
• Build an in-depth understanding of clients' needs, preferences and overall wealth, and stay responsive to changes in the business environment.
• Manage the book of clients and act as relationship lead, accountable for the clients' experience.
• Leverage specialists, service officers and other experts to deliver integrated investment fiduciary, credit and banking solutions.

Required profile

• Education in finance or economics.
• At least five years of experience as a Relationship Manager; experience supporting external asset managers (EAM) is an asset.
• Good network of potential customers.
• Client-focused, with strong interpersonal skills, high motivation and entrepreneurial spirit.
• Solution-oriented, proactive, analytical and structured, with considerable sales and financial aptitude.
• Team player committed to a consistently high service level.
• Fluent in German and English.

What we offer

• Top Basel 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 working environment and flat hierarchy with collaboration on all levels.