Relationship Manager

Rejoignez Vontobel SFA en tant que Relationship Manager. Opportunité d'évoluer dans un environnement dynamique et collaboratif.

Tâches

• Acquérir et soutenir des clients privés fortunés aux États-Unis.

• Développer un réseau de prospects dans la région.

• Collaborer avec l'équipe de gestion d'actifs pour offrir un service cohérent.

Compétences

• Minimum 8 ans d'expérience en tant que Relationship Manager.

• Compétences en communication orale et écrite en anglais C2.

• Capacité à travailler en équipe et esprit d'initiative.

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.
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