Key Clients Project Manager

Vor 3 Tagen

Zürich, Schweiz Vontobel Vollzeit

Do you enjoy being a strategic partner for relationship managers along the full lifecycle of key clients (UHNWI)?

Within our Key Client Management & Family Office team, we are looking for an ambitious Key Client Project Manager who joins us in further strengthening our market success in this segment. As a team, we enable our organization to systematically manage and develop our Key Client & Family Office population, and therefore contribute significantly to Vontobel’s business growth in Private Clients.

What would your role be?

  • Support the Business Developers in the team by preparing Key Client profiles, briefing sheets, and pitches/RFPs; and assist them in developing long-term client development plans to showcase the bank’s full capabilities.
  • Ensure a proactive flow of information to and from the client deal team, working with the relevant internal teams, including senior management representatives.
  • Actively implement the solutions designed with the client deal team from start to end (client project management), and ensure that after-sales processes are fully aligned with client expectations.
  • Actively shape our Key Client solutions catalogue by leading related development and improvement projects (incl. product ownership where applicable).
  • Actively contribute to the team’s output by building up processes, managing our segment reporting and maintaining sales materials.
  • Take ownership to manage our stakeholder community through active dialogue and act as the facilitator of our collaboration formats (incl. organization of annual Key Client RM Days).
  • This role offers a development path to work on client cases independently, and to take on a Business Developer role in the team over time.

What are we looking for?

  • Proven experience managing UHNWI clients and relationship managers (successful track record in acquisition and/or first-hand solution management expertise).
  • Deep product expertise in several areas with high relevance for UHNWI clients.
  • Excellent project management skills: ability to manage and coordinate various stakeholders. Consultancy experience is a plus.
  • Ability to visualize concepts and reduce complexity to its essence.
  • Independent working style with high interest in achieving results as a team.
  • Organized and responsible, self-motivated, quick learner.
  • Ability to see the “big picture”.
  • Fluency in English and German with exceptional written and verbal communication skills. French or Italian are a plus.

What do we offer?

  • Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.
  • Friendly, diverse team in an open-office space.
  • All the latest technology to help you excel and advance.
  • Agile environment in how we think and the way we work. We trust each other.
  • Flat hierarchy with collaboration at all levels.
  • Campus feeling and a 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.

At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich.

We are both majority family-owned and publicly listed. Our capacity for long-term focus on topics such as sustainability is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing environment.

Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

If you have any questions you can contact us through our contact form.

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