Senior Business Developer

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 West Coast.

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 U.S. office, regularly on the West Coast, 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 West Coast 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.

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.

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