Assistant / Junior Relationship Manager Eam

Bank Vontobel Berne, SwitzerlandPosted 5 hours ago Temporary Competitive
- Assistant / Junior Relationship Manager EAM (80-100%)
- At Vontobel, we actively shape the future. We create and pursue opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. We are a globally active investment firm with Swiss roots, specialized in wealth management, active asset management and investment solutions. At Vontobel, we promote a new way of working to develop into a more data-driven organization with strong design thinking and an agile approach.
- Do you wish to create immediate impact with your expertise and outstanding service orientation? Do you have the knack of opening accounts and preparing for client meetings? Are you passionate about the financial world and do you enjoy building and maintaining long-lasting relationships with clients? Do you have a strong interest in business development and sales? As we further grow and develop our external asset management business, we are looking for a young, supportive, engaged and results oriented professional with a banking background to develop and strengthen our External Asset Managers team in Bern. The new Assistant / Junior Relationship Manager (80%) would be part of a driven, highly motived and committed team. The person is based in Bern with direct reporting line to the Head EAM Basel.
- Your opportunity
- You support the client advisors in the team in all administrative matters
- You are responsible for the preparation of account openings incl. client history in consultation with the responsible client advisor
- Entering stock exchange orders: Stocks, Bonds, Options, FX
- Entering payment orders/lombard credits
- You maintain the customer data in the CRM
- You are the contact person for the external asset managers in administrative matters
- Processing of correspondence, monitoring of pending matters, management of client dossiers
- You prepare acquisition talks and client meetings
- Assist your team colleagues develop new client connections, bring in existing own client relationships, and be responsible for acquiring new business from existing clients
- Act as a trusted advisor to EAM, 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 your 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
- Use market intelligence to be on top of market developments and trends to align approach and identify opportunities for development
- Have a good understanding of business objectives and trends within the industry
- Meet and adhere to Risk & Compliance requirements and policies

You bring
- Banking apprenticeship or basic commercial training with relevant experience in the area of external asset management
- Bachelor or Master's degree in finance or economics, additional education in finance (CFA, AZEK) much appreciated
- You have experience in a similar function in the area of external asset managers/private banking
- You have experience in opening/closing accounts
- A client-focused individual with exceptional interpersonal skills
- Project management skills as leader as well as supporter, aligning internal and external stakeholders
- Curiosity to familiarize yourself with new topics and motivation to make a difference
- Solutions oriented, sales and financial aptitude is a must
- Ability to work and collaborate closely with other employees within Vontobel
- Pro-active attitude, analytical and structured thinking
- Highly motivated with an entrepreneurial spirit, you are a team player able to work under pressure
- Very good communication skills, and proficient in German and English (language level C2), both written and spoken, other languages such as French and Italian an advantage
- Experience and affinity in digital solutions and technical tools such as Avaloq as well as Excel, Power Point, Microsoft Office

You Are
- You are customer
- and service-oriented and convince with your communication skills and good manners
- You are resilient and flexible; you feel comfortable in a dynamic environment
- You are a dedicated team player with high personal integrity and service orientation, at the same time a critical thinker
- You are a self-motivated personality, with hands-on mentality and problem-solving attitude as well as ability to teach and mentor
- You are resourceful and skilled at juggling multiple priorities
- You are open and flexible; you thrive in seizing and creating opportunities in a team environment
- You are well organized, structured, reliable and accurate as well as analytical
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