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Client Relationship Manager EAM Italy at Vontobel - ApplyBlast

Client Relationship Manager EAM Italy

Vontobel

4 months ago

3.8 on Glassdoor

Lugano

Hybrid

Full Time

Senior

1 applicant

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About this role

This role serves as a pivotal client-facing position within the External Asset Management business, focusing on partnering with clients to understand and exceed their needs. The specialist will act as a trusted advisor in the Italian market, driving sustainable growth while coordinating internal resources to deliver integrated investment, credit, and banking solutions. Success requires a strong service mindset, financial expertise, and the ability to manage complex client portfolios effectively.

Responsibilities

Develop and acquire new client relationships in the Italian market
Manage existing client portfolios and act as the primary relationship lead
Act as a trusted advisor providing recommendations across multiple products
Leverage specialist resources to deliver integrated credit and banking solutions
Understand client preferences and respond to changes in the business environment