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Relationship Manager - Middle East

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Relationship Manager - Middle East
At Vontobel, we are committed to actively shaping our future. We create and pursue investment opportunities that get our clients ahead. As a global financial service provider with Swiss roots, we specialize in wealth management, active asset management and investment solutions that fit.

As we further grow and develop our wealth management business for Middle East private clients, our Wealth Management Division in Geneva is looking for a highly motivated, engaged and results-oriented “Relationship Manager”.


Your Challenge

  • Develop your own customers network,
  • Act as a trusted advisor to clients and prospects; provide recommendations that encompass multiple products and services as needed,
  • Develop in-depth understanding of client’s needs, preferences and overall wealth; be responsive to changes in the business environment or clients needs,
  • Effectively manage a book of relationships and act as relationship lead accountable for clients experience,
  • Leverage specialists, service officers and other expert resources to ensure the integrated delivery of investment, fiduciary, credit and banking solutions,
  • Built relationships with internal and external sales referral partners and identify new business development opportunities,
  • Meet and adhere to Risk & Compliance requirements and policies


Your Qualification

  • Master’s degree in finance or economics, additional education in finance (CFA, AZEK) much appreciated,
  • Several years of private banking or complex financial services experience which encompasses the relevant Middle East market knowledge,
  • Good network of potential customers,
  • A client-focused individual with exceptional interpersonal skills,
  • Solutions oriented; sales and financial aptitude 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,
  • Fluent in French and English, good knowledge of Arabic would be an asset,
  • Age: 30+ years
  • Swiss or valid work permit



Agata Patarin, +41 58 283 26 20, Corporate Human Resources


Agata Patarin, Corporate Human Resources, +41 58 283 26 20

Website https://vontobel.wd3.myworkdayjobs.com/Vontobel_External_Career/

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