Relationship Manager

vor 2 Wochen

Zürich, Schweiz Vontobel Holding AG Vollzeit

Zürich / Splügenstrasse 5
- Are you passionate about the financial world? For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are looking for a Relationship Manager (100%) to strengthen our Southeast & Central team.

**What would your role be?**
- Be responsible for the acquisition and support of wealthy private clients in the in the Southeast & Central regions of the US and US tax persons residing outside the United States
- Acquisition of new HNWI private clients
- Further developing a prospect network
- Within the regulatory framework provide advice and support for private clients in all aspects of asset management and investment advice
- Cooperation with our in-house Investment Management team to ensure a consistent service to our clients

**What are we looking for?**
- At least 8+ years professional experience as a Relationship Manager
- Work experience in Switzerland as well as in the Americas
- Independent, reliable, and proactive personality
- Convincing and self-confident appearance as well as pleasant manners
- High customer orientation and high risk awareness (regulatory and legal knowledge)
- Project management skills as a supporter, aligning internal and external stakeholders
- Outstanding / Proficient oral and written communication skills in English (language level C2), as well as eloquent manner of speech
- Ability to work in a team, flexibility, motivation, goal-oriented and independent working attitude
- A dedicated team player with high personal integrity and service orientation, at the same time a critical thinker
- A self-motivated personality, with hands-on mentality
- Future focused and embracing change to create new opportunities

**What do we offer?**
- Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.
- Friendly, diverse team in an open-office space with dancing walls.
- 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 on all levels.
- Campus feeling and collaborative spirit.

**Why Vontobel?**

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.

Do you want to be Vontobel?

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