5-7 years' experience in private banking or wealth management with a strong background in client acquisition.
Proven track record of generating new business, specifically with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Established client book or a strong network of prospects with a capacity for conversion.
Broad connections within the Northeast US—focusing on individuals, families, business owners, and professional intermediaries.
Exceptional relationship management and advisory skills with sophisticated clients.
Entrepreneurial mindset, demonstrating resilience and a growth-oriented approach to business development.
Fluent English required; additional languages such as Italian, Spanish, French, or German are a plus.
Responsibilities
Deliver a business case and meet net new money and client acquisition targets in the Northeast.
Attract and onboard new HNW/UHNW clients using your existing relationships and network.
Manage a significant portfolio acting as the senior relationship lead for complex wealth management needs.
Convert prospects into long-term client relationships using a strong prospect network.
Act as a strategic advisor, providing comprehensive wealth management solutions across various services.
Understand clients' personal and business objectives to identify evolving wealth needs.
Coordinate with teams to deliver integrated solutions that maximize client value.
Maintain high standards of compliance and risk management with client relationships.
Benefits
Opportunity to work with a prestigious financial entity in a client-facing senior role.
Access to a robust network of internal specialists to support client solutions.
Dynamic work environment with an entrepreneurial culture.
High level of autonomy and responsibility in business development.
Full Job Description
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.
