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

Asset Management

Patriot Act Certification

Deposit Insurance Scheme

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