What would your role be? Develop your own client network of HNWI / UHNWI clients in the Italian speaking 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 a 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. Build relationships with internal and external sales referral partners and identify new business development opportunities.
At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability. Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.
