Senior Relationship Manager (UK clients)

Poste

Temps plein

Permanent

Senior

Ventes

Modalités

Zürich / Gotthardstrasse 43

Clôture dans 30 jours

Exigences

12+ ans d'exp.

Compétences

High Net Worth Individuals (HNWI)Succession PlanningBusiness DevelopmentWealth managementAI-enabled toolsFinancial markets knowledgeRetention ManagementBanking processesCustomer relationship management (CRM)Investment advisoryPaid acquisitionRetail banking

Langues

Anglais C2

Description

What would your role be?

Develop your own client network of HNWI / UHNWI clients in the United Kingdom.

Act as a trusted advisor to clients and prospects by providing recommendations that encompass multiple products and services.

Develop in-depth understanding of client’s needs, preferences and overall wealth and be responsive to the changes in the business environment or clients’ needs.

Effectively manage a book of clients and act as a relationship lead accountable for the clients’ experience.

Leverage specialists, service officers and other expert resources to ensure the integrated delivery of investment fiduciary, credit, and banking solutions.

Build relationships with internal and external sales referral partners and identify new business development opportunities.

Managing sophisticated clients with complex domestic and international wealth structures.

Responsabilités

Develop your own client network of HNWI / UHNWI clients in the United Kingdom.
Act as a trusted advisor to clients and prospects by providing recommendations that encompass multiple products and services.
Develop in-depth understanding of client’s needs, preferences and overall wealth and be responsive to the changes in the business environment or clients’ needs.
Effectively manage a book of clients and act as a relationship lead accountable for the clients’ experience.
Leverage specialists, service officers and other expert resources to ensure the integrated delivery of investment fiduciary, credit, and banking solutions.
Build relationships with internal and external sales referral partners and identify new business development opportunities.
Managing sophisticated clients with complex domestic and international wealth structures.

Exigences

An established book of clients with the willingness and ability to commit to a business case related to client acquisition is a must.
Demonstrated ownership of a significant portfolio of UK-based HNWI/UHNWI clients with responsibility for client acquisition, retention and long-term relationship development.
Minimum 12–15 years of progressive experience within Private Banking or Wealth Management, including a demonstrable track record of advising High Net Worth and Ultra High Net Worth individuals.
Extensive knowledge of the UK Private Banking and Wealth Management market, including the needs of entrepreneurs, business owners, senior executives and internationally connected families.
Previous experience in a similar position within the banking industry with a track record of developing a book of clients.
Being able to build strong relationships and attract new clients for the United Kingdom market.
A client-focused individual with exceptional interpersonal skills and a established professional network within the UK wealth management ecosystem and the ability to leverage it for sustainable business development.
Proven ability to deliver holistic wealth management solutions across discretionary investments, advisory mandates, structured lending, wealth planning and succession planning through collaboration with internal specialists.
Executive presence with the confidence and credibility to advise highly sophisticated private clients and represent the bank externally.
A team player who can work under pressure, who is highly motivated and possesses an entrepreneurial spirit.
Fluency in English and effective communication skills.
Affinity for Artificial Intelligence (AI) and a willingness to embrace AI-enabled tools and ways of working.

Avantages

Top Zurich location with collaboration spaces and free lunch.
Friendly, diverse team in an international environment.
Agile environment in how we think, the way we work and our trust for each other.
Flat hierarchy with collaboration on all levels.
Collaborative spirit with opportunities to learn and thrive.

Entreprise

Vontobel

Banking

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. Do you want to be Vontobel?