Senior Business Developer

Vontobel

Miami, FL

Full Time

Senior

180k-250k

19 days ago

Job Description

About the Role

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. 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. The role involves developing networks of US-based financial institutions, Financial Advisers, and Centers of Influence, acting as a trusted advisor, and managing relationships to support wealth management services.

Key Responsibilities

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.

Requirements

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.
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, able to work under pressure.
Exceptional written and verbal communication skills in English.
Other languages such as Spanish, French or German are a plus.
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.

Nice to Have

Languages such as Spanish, French or German.

Qualifications

Experience in private wealth business for HNWI or UHNWI clients.
Established network of US financial advisers, Centers of Influence, and Business Introducers on the West Coast.

Benefits & Perks

Salary range of $180,000 - $250,000.

Working at Vontobel

At Vontobel, you are building better futures for our clients and society, as well as for yourself. We are a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally, 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. We foster an environment based on mutual respect and zero tolerance for discrimination, encouraging everyone to be themselves.

Apply Now