Senior Relationship Manager (Northeast)

About the role

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.

Responsibilities

• 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

Requirements

• 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
• Demonstrated ability to collaborate across investment, lending, estate planning and other specialist teams to deliver for clients
• High willingness to travel extensively across the Northeast to strengthen existing relationships, meet prospects and generate new business

Skills

• 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
• A hands-on, results-oriented approach, with strong problem-solving skills and the ability to operate effectively in a senior-level, entrepreneurial environment

Pay

The salary range for this role is $230,000 - $280,000.