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Senior Relationship Manager – Zürich | JobRevolt

Über den Job

For our Private Clients Division covering the United Kingdom, Vontobel is looking for a highly motivated and engaged Senior Relationship Manager. Vontobel is a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich.

Aufgaben

Develop your own client network of HNWI / UHNWI clients in the United Kingdom
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
Build relationships with internal and external sales referral partners and identify new business development opportunities
Managing sophisticated clients with complex domestic and international wealth structures

Profil

An established book of clients with the willingness and ability to commit to a business case related to client acquisition is a must
Demonstrated ownership of a significant portfolio of UK-based HNWI/UHNWI clients with responsibility for client acquisition, retention and long-term relationship development
Minimum 12–15 years of progressive experience within Private Banking or Wealth Management, including a demonstrable track record of advising High Net Worth and Ultra High Net Worth individuals
Extensive knowledge of the UK Private Banking and Wealth Management market, including the needs of entrepreneurs, business owners, senior executives and internationally connected families
Previous experience in a similar position within the banking industry with a track record of developing a book of clients
Being able to build strong relationships and attract new clients for the United Kingdom market
A client-focused individual with exceptional interpersonal skills and a established professional network within the UK wealth management ecosystem and the ability to leverage it for sustainable business development
Proven ability to deliver holistic wealth management solutions across discretionary investments, advisory mandates, structured lending, wealth planning and succession planning through collaboration with internal specialists
Executive presence with the confidence and credibility to advise highly sophisticated private clients and represent the bank externally
A team player who can work under pressure, who is highly motivated and possesses an entrepreneurial spirit
Fluency in English and effective communication skills
Affinity for Artificial Intelligence (AI) and a willingness to embrace AI-enabled tools and ways of working

Rahmenbedingungen

Standort: Zurich
Kontakt: bei Fragen über das Kontaktformular

Benefits

Top Zurich location with collaboration spaces and free lunch
Friendly, diverse team in an international environment
Agile environment in how we think, the way we work and our trust for each other
Flat hierarchy with collaboration on all levels
Collaborative spirit with opportunities to learn and thrive

Senior Relationship Manager

Über den Job

Über den Job

Aufgaben

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