Switzerland Job Openings
Vontobel Holding AG
Senior Relationship Manager Intermediary Clients Switzerland
Zürich
November 4, 2024
The Vontobel Swiss Intermediary Team is looking for an experienced and well connected Senior Sales Manager with an existing network in Banks, External Asset Managers and Family Offices in German-speaking Switzerland.
While the business grew significantly over the past years, we still see a lot of additional potential in the Swiss Intermediary market thanks to a strong product offering, excellent track records and our very solid market reputation as a performance driven active asset manager. To support further growth, we are searching for a Zürich-based Senior Sales with a strong focus on acquiring new clients. You will be responsible to further develop an existing book of business and play a leading role in acquiring new assets.
This is an entrepreneurial role with significant scope to create value for the firm. A genuine passion for client work and leadership is essential to succeed in this role.
- Contributing to and execute the Sales Strategy for the Intermediary business in Switzerland (growth aspiration, client coverage, product focus, etc.)
- Ensure a competitive and consistent positioning of Vontobel Asset Management and its products in the Swiss Intermediary market
- Ensure a structured sales process for lead generation, follow up, conversion and client servicing, develop in depth knowledge about Vontobel’s investment approaches and the portfolio managers' investment view
- Create a trusting work environment that encourages the team to outperform and exceed expectations
- Work in close cooperation with the Team Head in Switzerland as well as with the Portfolio Managers, Product Management, Marketing, and other teams to further develop our best-in-class client service standards
- Plan and execute client events in alignment with the overall marketing plan
- Provide feedback to keep Vontobel’s marketing and content suite (investment contents, presentations etc.) innovative and best-in-class
- Contribute to core projects as assigned from time to time
- Ambitious and result driven personality with a strong desire to generate new business
- At least 3 years of experience in a Sales or client facing role in the Asset Management industry
- Excellent client network and trusted relations in the intermediary market in Switzerland (Global Banks, Private Banks, Cantonal Banks, IFAs and other market segments)
- Excellent technical knowledge of investment markets and investment products, in particular investment funds
- A good understanding of market trends and the regulatory framework
- Strong entrepreneurial and commercial mindset
- Ability to work under pressure, against tight deadlines and to quickly adjust to changes in priorities
- High personal Integrity
- Strong communication and presentation skills
- German (or Swiss German) native language and excellent English (verbal and written).
- A bachelor or similar (CFA, AZEK) degree in finance
- Proficient in MS Outlook
- Friendly, diverse team in an open-office space.
- All the latest technology to help you excel and advance.
- Agile environment in how we think, the way we work and our trust for each other.
- Flat hierarchy with collaboration at all levels.
- Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.
We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.
At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in 27 locations globally and headquartered in Zurich.
We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. Do you want to be Vontobel?
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