Senior Relationship Manager Intermediary Clients Switzerland, Zürich

Vor 2 Tagen

Zürich, Schweiz TN Switzerland Vollzeit
Client:

Vontobel Holding AG

Location:

Zürich

Job Category:

Customer Service

Job Reference:

e5603aa93cd4

Job Views:

9

Posted:

24.01.2025

Job Description:

Do you want to join a dynamic and driven sales team at Vontobel Asset Management? Do you have a genuine passion for client acquisition and desire to work with a strong team to consistently build up new business?

The Vontobel Swiss Intermediary Team is looking for an experienced and well-connected Senior Sales Manager with an existing network in Banks, External Asset Managers, and Family Offices in German-speaking Switzerland.

While the business grew significantly over the past years, we still see a lot of additional potential in the Swiss Intermediary market thanks to a strong product offering, excellent track records, and our very solid market reputation as a performance-driven active asset manager. To support further growth, we are searching for a Zürich-based Senior Sales Manager with a strong focus on acquiring new clients. You will be responsible for further developing an existing book of business and playing a leading role in acquiring new assets.

What would your role be?

  • Contributing to and executing the Sales Strategy for the Intermediary business in Switzerland (growth aspiration, client coverage, product focus, etc.)
  • Ensure a competitive and consistent positioning of Vontobel Asset Management and its products in the Swiss Intermediary market
  • Ensure a structured sales process for lead generation, follow-up, conversion, and client servicing, develop in-depth knowledge about Vontobel’s investment approaches and the portfolio managers' investment view
  • Create a trusting work environment that encourages the team to outperform and exceed expectations
  • Work in close cooperation with the Team Head in Switzerland as well as with the Portfolio Managers, Product Management, Marketing, and other teams to further develop our best-in-class client service standards
  • Plan and execute client events in alignment with the overall marketing plan
  • Provide feedback to keep Vontobel’s marketing and content suite (investment contents, presentations, etc.) innovative and best-in-class
  • Contribute to core projects as assigned from time to time

What are we looking for?

  • Ambitious and result-driven personality with a strong desire to generate new business
  • At least 3 years of experience in a Sales or client-facing role in the Asset Management industry
  • Excellent client network and trusted relations in the intermediary market in Switzerland (Global Banks, Private Banks, Cantonal Banks, IFAs, and other market segments)
  • Excellent technical knowledge of investment markets and investment products, in particular investment funds
  • A good understanding of market trends and the regulatory framework
  • Strong entrepreneurial and commercial mindset
  • Ability to work under pressure, against tight deadlines, and to quickly adjust to changes in priorities
  • High personal integrity
  • Strong communication and presentation skills
  • German (or Swiss German) native language and excellent English (verbal and written)
  • A bachelor or similar (CFA, AZEK) degree in finance
  • Proficient in MS Outlook

What do we offer?

  • Friendly, diverse team in an open-office space.
  • 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.
  • Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.

We also ask if you can please submit your details to the appropriate link where we will manage all applications.

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

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 27 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.

Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit. Check our Blog for more information.

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