Relationship Manager for the US RIAs
Vor 3 Tagen
Are you a great communicator who enjoys building and maintaining relationships? For our entity Vontobel Securities Ltd. we are looking for a Relationship Manager / Trader in New York who will focus on daily trade execution activities as well as the acquisition of new RIA prospects.
What would your role be?
- Trading / Order Management of the most common securities in cross border cooperation with VonSec Zurich.
- Communicate with Registered Investment Advisors (RIAs) and related B/Ds.
- Play a role in building and establishing VonSec’s RIA platform in the US.
- Generate leads with the aim of creating new RIA relationships.
- Preparation and profiling of client meetings (desk research).
- Contribute to setting and achieving team (business development) and personal goals.
What are we looking for?
- Bachelor’s Degree and at least 3 years of experience in the financial sector.
- Interest in obtaining Series 7 and Series 63 licenses.
- Experience in dealing with RIAs would be an advantage.
- Strong ability to develop sales pipelines and close prospect opportunities.
- Team oriented, self-motivated, results driven and able to multitask.
- Fluency in English with exceptional written and verbal communication skills. German would be an advantage.
What We Offer
- Flat hierarchy with collaboration at all levels.
- Collegial working environment in which the team concept is not just an empty phrase.
- 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.
- Top New York location and modern employment conditions.
Salary range: USD 120,000.00 - 170,000.00
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 over 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.
-
Relationship Manager for the US RIAs
vor 1 Woche
Zürich, Schweiz Vontobel VollzeitRelationship Manager for the US RIAs (New York based)Relationship Manager for the US RIAs (New York based)Are you a great communicator who enjoys building and maintaining relationships? For our entity Vontobel Securities Ltd., we are looking for a Relationship Manager / Trader in New York who will focus on daily trade execution activities as well as the...
-
Relationship Manager for the US RIAs
Vor 6 Tagen
Zürich, Schweiz Vontobel Holding AG VollzeitRelationship Manager for the US RIAs (New York based)Are you a great communicator who enjoys building and maintaining relationships? For our entity Vontobel Securities Ltd., we are looking for a Relationship Manager / Trader in New York who will focus on daily trade execution activities as well as the acquisition of new RIA prospects.What would your role...
-
Account Manager
Vor 2 Tagen
Zürich, Schweiz Yakoubi Associates VollzeitOn behalf of a boutique bank based in Zurich, offering innovative wealth solutions to internationally active entrepreneurs and families, with additional offices in Geneva and Lugano, we are seeking a qualified candidate for the position of an Account Manager / Junior Relationship Manager to join the team at the earliest opportunity.TasksProvide...
-
Account Manager
Vor 6 Tagen
Zürich, Schweiz Yakoubi Associates VollzeitOn behalf of a boutique bank based in Zurich, offering innovative wealth solutions to internationally active entrepreneurs and families, with additional offices in Geneva and Lugano, we are seeking a qualified candidate for the position of an Account Manager / Junior Relationship Manager to join the team at the earliest opportunity. Tasks Provide...
-
Relationship Manager
Vor 4 Tagen
Zürich, Schweiz Saxo Bank VollzeitZurich, Switzerland Saxo is looking for an experienced Relationship Manager to join our growing B2C Direct Business team in Zurich. We are looking for a driven, independent, and ambitious colleague to join our Sales Team. As an experienced Relationship Manager, you will be immersed in a dynamic environment where you will engage with counterparts and...
-
Relationship Manager
Vor 2 Tagen
Zürich, Schweiz Phoenix Search & Consulting VollzeitPosted by Ambrina Hamid- Founder / CEO / Headhunter - Banking & FS Our client, a well-positioned International Corporate Bank with an office in Zurich is actively looking for a Relationship Manager for Swiss Corporates. In this role, you are responsible for acquiring, developing and managing customer relationships in the Swiss Corporates area. **Key...
-
Relationship Manager Assistant
Vor 2 Tagen
Zürich, Zürich, Schweiz Yakoubi Associates VollzeitAt Yakoubi Associates, we are seeking a highly skilled Relationship Manager Assistant to join our team in Zurich. As an Account Manager / Junior Relationship Manager, you will provide administrative and operational support to one Relationship Manager in their day-to-day tasks and co-ownership of a smaller client book.Key ResponsibilitiesUnderstand the needs...
-
Account Manager
Vor 2 Tagen
Zürich, Schweiz TN Switzerland VollzeitSocial network you want to login/join with:Client:Yakoubi AssociatesLocation:Job Category:Customer ServiceJob Reference:034780bbe9ffJob Views:6Posted:21.01.2025Expiry Date:07.03.2025Job Description:On behalf of a boutique bank based in Zurich, offering innovative wealth solutions to internationally active entrepreneurs and families, with additional offices...
-
Relationship Manager
Vor 5 Tagen
Zürich, Schweiz Banque Heritage VollzeitAs part of our growth strategy, we are seeking an experienced and entrepreneurial Relationship Manager to join our dedicated Private Banking team in Zurich.As a Relationship Manager, your focus is the relationship with your clients, being the partner and advisor on their financial path, for the current and following generations. Leveraging your extensive...
-
Client Relationship Manager
vor 1 Woche
Zürich, Schweiz Relai AG VollzeitAt Relai, we are on a mission to make Bitcoin the go-to savings technology—simple, accessible, and secure. As Europe’s leading Bitcoin startup, we’re pioneering the future of Bitcoin investing by making it effortless for individuals and institutions alike to buy, sell, and hold Bitcoin without complexity or middlemen. With $12M in Series A funding and...
-
Client Relationship Manager
Vor 5 Tagen
Zürich, Schweiz Relai AG VollzeitAt Relai, we are on a mission to make Bitcoin the go-to savings technology—simple, accessible, and secure. As Europe’s leading Bitcoin startup, we’re pioneering the future of Bitcoin investing by making it effortless for individuals and institutions alike to buy, sell, and hold Bitcoin without complexity or middlemen. With $12M in Series A funding and...
-
Relationship Manager
vor 1 Woche
Zürich, Schweiz Saxo Bank VollzeitZurich, SwitzerlandSaxo is looking for an experienced Relationship Manager to join our growing B2C Direct Business team in Zurich.We are looking for a driven, independent, and ambitious colleague to join our Sales Team. As an experienced Relationship Manager, you will be immersed in a dynamic environment where you will engage with counterparts and...
-
Relationship Manager
vor 1 Tag
Zürich, Schweiz Saxo Bank VollzeitZurich, SwitzerlandSaxo is looking for an experienced Relationship Manager to join our growing B2C Direct Business team in Zurich.We are looking for a driven, independent, and ambitious colleague to join our Sales Team. As an experienced Relationship Manager, you will be immersed in a dynamic environment where you will engage with counterparts and...
-
Assistant Relationship Manager Private Banking
vor 4 Stunden
Zürich, Schweiz Bank Julius Bär & Co. Ltd. VollzeitAssistant Relationship Manager Private Banking - Asia SwitzerlandAssistant Relationship Manager Private Banking - Asia SwitzerlandApply locations Zurich time type Full time posted on Posted 3 Days Ago job requisition id r-14500At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be...
-
Relationship Manager
Vor 6 Tagen
Zürich, Schweiz Broadgate VollzeitLocation: Zürich, SwitzerlandSector: Financial ServicesSalary: 150,000.00 CHF to 200,000.00 CHF per annumBroadgate is partnered with a high growth External Asset Manager in Switzerland dedicated to delivering tailored wealth management solutions to Private Clients. We pride ourselves on offering personalized financial services, investment excellence, and...
-
Relationship Manager
Vor 6 Tagen
Zürich, Schweiz Binckbank VollzeitSaxo is looking for an experienced Relationship Manager to join our growing B2C Direct Business team in Zurich.We are looking for a driven, independent, and ambitious colleague to join our Sales Team. As an experienced Relationship Manager, you will be immersed in a dynamic environment where you will engage with counterparts and stakeholders both internally...
-
Relationship Manager, Zürich
Vor 2 Tagen
Zürich, Schweiz TN Switzerland VollzeitA renowned Private Bank in Switzerland is looking for driven private bankers who would act as sparring partners for various clients in different markets. The candidate should combine the bank's extensive and tailor-made range of products to source, grow, and manage a profitable portfolio of UHNWI and HNWI.This exciting role is suitable for experienced...
-
Senior Relationship Manager
vor 1 Tag
Zürich, Schweiz TN Switzerland VollzeitSocial network you want to login/join with:Client:Selby JenningsLocation:Job Category:Customer ServiceJob Reference:db5e66e040b1Job Views:11Posted:24.01.2025Job Description:Job Title: Relationship Manager (Italian Market)About Us: The role is with a leading private bank with a strong presence in Zurich. They are committed to providing exceptional service to...
-
Relationship Manager
Vor 6 Tagen
Zürich, Schweiz Saxo Bank VollzeitSaxo is looking for an experienced Relationship Manager to join our growing B2C Direct Business team in Zurich.We are looking for a driven, independent, and ambitious colleague to join our Sales Team. As an experienced Relationship Manager, you will be immersed in a dynamic environment where you will engage with counterparts and stakeholders both internally...
-
Client Relationship Manager
Vor 2 Tagen
Zürich, Schweiz TN Switzerland VollzeitAt Relai, we are on a mission to make Bitcoin the go-to savings technology—simple, accessible, and secure. As Europe’s leading Bitcoin startup, we’re pioneering the future of Bitcoin investing by making it effortless for individuals and institutions alike to buy, sell, and hold Bitcoin without complexity or middlemen. With $12M in Series A funding and...
