Senior Relationship Manager (Northeast)

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 Senior Relationship Manager (100%) to strengthen our team covering US clients on the Northeast.

What would your role be?

• Own and deliver a business case, with clear responsibility for achieving agreed net new money and client acquisition targets across the Northeast

• Attract, win and onboard new HNW/UHNW clients, leveraging your existing relationships, professional network and market presence to generate and convert new opportunities.

• Manage and grow a significant portfolio of clients, acting as the senior relationship lead and trusted point of reference for their complex wealth management needs

• Leverage a strong prospect network to convert prospects into long-term client relationships

• Act as a trusted strategic advisor to clients and prospects, providing holistic wealth management solutions across investments, fiduciary services, credit and banking

• Develop a deep understanding of clients’ personal, family and business objectives and proactively identify opportunities to address their evolving wealth management needs

• Coordinate Vontobel’s investment, lending, estate planning and other specialists to deliver integrated and differentiated solutions and maximize client value

• Build strong relationships with external influencers and internal referral partners, expanding your network and creating a sustainable pipeline of new business

• Maintain the highest standards of Risk & Compliance, ensuring all client relationships and business activities are conducted in line with regulatory and fiduciary requirements

What are we looking for?

• Extensive experience in private banking, wealth management or a comparable client-facing financial services environment, with a proven track record of attracting, winning and retaining HNW/UHNW clients

• A demonstrated ability to generate net new money, with a successful track record of building a business through client acquisition and relationship development

• Ideally, an established and transferable client book of HNW/UHNW relationships; alternatively, a strong network of qualified prospects and key connectors with demonstrable potential to convert them into clients

• A strong network across the Northeast US, with established relationships among HNW/UHNW individuals, families, business owners, entrepreneurs and/or relevant professional intermediaries

• Exceptional advisory and relationship-building skills, with the gravitas and credibility to advise sophisticated clients on complex wealth management matters

• An entrepreneurial, commercially driven and resilient mindset, with the ownership and determination to build and grow a business

• Excellent communication and interpersonal skills; fluent English is required, while Italian, Spanish, French or German would be an advantage

• Demonstrated ability to collaborate across investment, lending, estate planning and other specialist teams to deliver for clients

• A hands-on, results-oriented approach, with strong problem-solving skills and the ability to operate effectively in a senior-level, entrepreneurial environment

• High willingness to travel extensively across the Northeast to strengthen existing relationships, meet prospects and generate new business

Compensation:

The salary range for this role is $230,000 - $280,000.

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.