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.
Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if you don't meet all the criteria, we encourage you to apply if you're enthusiastic about the role.
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.
