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 in the South 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 U.S. office in Miami 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 in the South 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.
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.
