Drive strategic client acquisition in the UHNW and Family office segment: build, manage, and convert a high-quality pipeline of prospects Establish a data-driven pipeline approach to increase transparency, predictability, and conversion rates while ensuring focus on the highest-value opportunities Apply this approach across the firm and partner closely with Relationship Managers to accelerate their own leads Build, develop, and leverage a structured ecosystem of external partners, introducers, and influencers to originate qualified opportunities and expand market access beyond traditional acquisition channels Run deal teams and coordinate internal stakeholders across products, advisory, and leadership teams to deliver compelling, differentiated value propositions for complex client opportunities Continuously analyze market developments, competitor activity, and client trends to identify emerging opportunities and refine acquisition strategies
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.
