13 beste Stellen als pro advance – aktuell auf Personalsuche

Are you passionate about building trusted relationships and delivering exceptional client experiences? Join our team as a Client Relationship Management Specialist (EAM) in Milano, where you’ll play a pivotal role at the heart of our External Asset Management business. In this client-facing position, you will partner closely with EAM clients, ensuring their needs are understood, anticipated, and exceeded.

You’ll operate in a fast-paced, international environment, acting as a key liaison between clients and internal stakeholders while helping to drive sustainable growth. If you combine a strong service mindset with financial expertise and enjoy working in a collaborative, high-impact role, this is your opportunity to make a real difference.

What would your role be?

Development of the Italien B2B market
Take over an existing client portfolio
Develop and acquire new client relationships in the Italian market
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 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

What are we looking for?

An Education in the field of finance or economics
At least five years of experience as a Relationship Manager (experience in EAM is an asset)
A good network of potential of multifamily offices and financial intermediaries in Italy
A client-focused individual with exceptional interpersonal skills, high motivation and entrepreneurial spirit
Solution-oriented and considerable sales and financial aptitude
Pro-active, analytical, and structured
Fluent in Italian, English

What do we offer?

Top premises location.
Friendly, diverse and dynamic team
All the latest technology to help you excel and advance
Agile environment in how we think, the way we work and our trust for each other
Flat hierarchy with collaboration at all levels

Why Vontobel?

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 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 world and who come from a wide variety of backgrounds. Do you want to be Vontobel?

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