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.