Vontobel
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 Business Developer (100%) to strengthen our Business Development team for US clients on the North East.
What would your role be?
You would be part of a highly motivated and committed team within Wealth Management. In close collaboration with the team, the Business Developer works with Relationship Managers to develop and build out our network of US based financial institutions, Financial Advisers and Centers of Influence.
The employee will be based in our New York office and will report directly to the Head of Business Development located in Zurich, Switzerland.
Develop your own network of Financial Advisers at US financial institutions
Develop your own network of Centers of Influence, Business Introducers and direct prospects
Act as a trusted advisor to US based Financial Advisors and prospects; provide recommendations that encompass multiple products and services as well as our unique USP’s
Develop in-depth understanding of prospect and client needs, preferences and overall wealth
Effectively manage relationships with Financial Advisers, Centers of Influence, Business Introducers and act as relationship lead accountable for clients/prospect experience
Leverage specialists and expert resources of the firm to ensure the integrated delivery of our sale proposition, products and investment solutions
Meet and adhere to Risk & Compliance requirements and policies
What are we looking for?
10+ years of experience of business development either in the private wealth business for HNWI or UHNWI clients and/or sales of financial products and services to other financial institutions
Have an established network of Financial Advisers at US financial institutions, Centers of Influence and Business Introducers on the North East and the ability to develop a sales pipeline and close prospect opportunities
A driven, client-focused and solutions-oriented individual with exceptional interpersonal and relationship development skills
Pro-active attitude, analytical and structured thinking
Highly motivated with an entrepreneurial spirit, you are a team player able to work under pressure
Exceptional written and verbal communication skills in English. Other languages such as Spanish, French or German a plus
A self-motivated personality, with hands-on mentality and problem-solving attitude as well as ability to teach and mentor
Willingness to travel in your territory
Compensation:
The salary range for this role is $180,000 - $250,000.
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.
你想成為Vontobel的一員嗎?
感謝您申請Vontobel。我們將仔細審核您的申請,並及時回應您。
在Vontobel,我們是一個機會均等的工作場所。根據種族、膚色、祖先、宗教、性別、國籍、性取向、年齡、公民身份、婚姻狀態、殘疾或性別認同等,沒有任何歧視。我們重視團隊內的各種聲音,並致力於打造一個使每個想要成為我們表現文化一部分的人都能做自己的一個環境。基於相互尊重和對任何形式的歧視零容忍,我們要做到這一點。”
#J-18808-Ljbffr
#J-18808-Ljbffr