Client Relationship Manager EAM Italy

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?

Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

If you have any questions you can contact us through our contact form.