Wealth Relationship Manager

pAre you passionate about the financial world and do you enjoy building and maintaining long-lasting relationships with clients? Our EAM desk is looking for a Relationship Manager to join their team. /ph3What would your role be? /h3ulliTake over an existing client portfolio /liliDevelop new client connections, bring in existing own client relationships, and...

pAre you passionate about the financial world and do you enjoy building and maintaining long-lasting relationships with clients? Our EAM desk is looking for a Relationship Manager to join their team. /ph3What would your role be? /h3ulliTake over an existing client portfolio /liliDevelop new client connections, bring in existing own client relationships, and...

Client Portfolio Manager for Discretionary Mandates We are looking for an initiative, independent and persuasive personality who is willing to take on great responsibility challenging tasks as Client Portfolio Manager for Discretionary Mandates. What would your role be? Act as first entry point to and expert for Vontobel’s discretionary (DPM) offering...

ph3Area of responsibility /h3ulliYou cook a fresh, healthy lunch for the children and prepare dinner for the family /liliYou draw up the weekly meal and shopping plan and monitor supplies /liliYou keep the kitchen and living areas tidy and welcoming, and take care of small errands /liliYou look after the children’s laundry and, together with them, keep...

pHave you gained initial experience supporting institutional clients in asset management and want to build a career in institutional sales? If you are passionate about investments, relationship management and business development, this role offers a strong entry into one of Switzerland’s leading asset managers. /ppWithin the Swiss Institutional Clients...

Vontobel in Zurich is seeking an experienced strategic business development professional to grow our UHNW and Family Office client base. You will build and manage a high-quality pipeline, work closely with Relationship Managers, and craft compelling value propositions.You will develop partner ecosystems, analyze market trends, and coordinate cross-functional...

pVontobel Holding AG in Zurich seeks an initiative, independent Client Portfolio Manager for Discretionary Mandates. You will be the first entry point and expert for the DPM offering within Private Clients and support relationship managers to propose standard or custom mandates. /ppInteract with clients and RMs as a specialist for macro views, portfolio...

ppReal Estate Financing Solutions, based in Zurich, is the Center of Excellence for mortgages and real estate financing and is centrally responsible for this business area across the entire Private Clients Unit. The mortgage business is an integral part of the bank’s holistic advisory approach for high-net-worth private clients, complementing its existing...

Are you passionate about building strong relationships and driving strategic growth? Join our dynamic Key Clients Family Office team in Zurich, where you’ll work closely with high-profile individuals and family offices to create impactful solutions that support their complex financial needs.What would your role be?Drive strategic client acquisition in the...