Are you passionate about the financial world? For our Private Clients Division covering the United Kingdom, we are looking for a highly motivated and engaged Senior Relationship Manager

What would your role be?

• Develop your own client network of HNWI / UHNWI clients in the United Kingdom
• Act as a trusted advisor to clients and prospects by providing recommendations that encompass multiple products and services
• Develop in-depth understanding of client’s needs, preferences and overall wealth and be responsive to the changes in the business environment or clients’ needs
• Effectively manage a book of clients and act as a relationship lead accountable for the clients’ experience
• Leverage specialists, service officers and other expert resources to ensure the integrated delivery of investment fiduciary, credit, and banking solutions
• Build relationships with internal and external sales referral partners and identify new business development opportunities
• Managing sophisticated clients with complex domestic and international wealth structures

What are we looking for?

• An established book of clients with the willingness and ability to commit to a business case related to client acquisition is a must
• Demonstrated ownership of a significant portfolio of UK-based HNWI/UHNWI clients with responsibility for client acquisition, retention and long-term relationship development
• Minimum 12–15 years of progressive experience within Private Banking or Wealth Management, including a demonstrable track record of advising High Net Worth and Ultra High Net Worth individuals
• Extensive knowledge of the UK Private Banking and Wealth Management market, including the needs of entrepreneurs, business owners, senior executives and internationally connected families
• Previous experience in a similar position within the banking industry with a track record of developing a book of clients
• Being able to build strong relationships and attract new clients for the United Kingdom market
• A client-focused individual with exceptional interpersonal skills and a established professional network within the UK wealth management ecosystem and the ability to leverage it for sustainable business development
• Proven ability to deliver holistic wealth management solutions across discretionary investments, advisory mandates, structured lending, wealth planning and succession planning through collaboration with internal specialists
• Executive presence with the confidence and credibility to advise highly sophisticated private clients and represent the bank externally
• A team player who can work under pressure, who is highly motivated and possesses an entrepreneurial spirit
• Fluency in English and effective communication skills
• Affinity for Artificial Intelligence (AI) and a willingness to embrace AI-enabled tools and ways of working

What do we offer?

• Top Zurich location with collaboration spaces and free lunch
• Friendly, diverse team in an international environment
• Agile environment in how we think, the way we work and our trust for each other
• Flat hierarchy with collaboration on all levels
• Collaborative spirit with opportunities to learn and thrive

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

Asset Management

Patriot Act Certification

Deposit Insurance Scheme

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