Vontobel Swiss Financial Advisers (Vontobel SFA) is looking to strengthen its Business Development team for US clients on the North East by expanding its network of US-based financial institutions, Financial Advisers, and Centers of Influence.
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 North East and the ability to develop a sales pipeline and close prospect opportunities
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
Other
- 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
