Are you passionate about the financial world? For our Private Clients Division covering the United Kingdom, we are looking for a highly motivated and engaged Senior Relationship Manager. What would your role be? Develop …
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Full-time
Collaboration Spaces, Free Lunch, International Environment, Flat Hierarchy
Posted 26d ago
~40 hrs/week
Responsibilities
Develop and manage a network of HNWI and UHNWI clients in the UK, acting as a trusted advisor for complex wealth structures. Collaborate with internal specialists to deliver integrated investment, credit, and banking solutions while driving new business growth.
Requirements
Requires 12-15 years of progressive experience in Private Banking or Wealth Management with a proven track record of managing a significant UK-based client book. Must possess an established professional network in the UK wealth ecosystem and the ability to deliver holistic wealth management solutions.
Full job description
Are you passionate about the financial world? For our Private Clients Division covering the United Kingdom, we are looking for a highly motivated and engaged Senior Relationship Manager.
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.
What are we looking for?
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.
What do we offer?
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.
Why Vontobel?
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?
Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.
At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.
We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.
If you have any questions you can contact us through our contact form.
Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients. With our investment-led approach that focuses exclusively on the buy-side of financial markets, we think and act purely from the client’s perspective – as an investor for investors.
This includes continually rethinking how to empower investors – something we have engaged in for over 100 years. Harnessing the power of technology allows us to deploy our investment expertise across multiple platforms and ecosystems, while aiming to offer an individualized and high-quality client experience.
Our conviction that successful investing begins with the assumption of personal responsibility means we focus on empowering employees to unlock their potential, take ownership of their work, and bring opportunities to life. We continuously scrutinize our achievements as we strive to exceed the expectations of our clients.
Important legal notice: This publication is deemed to be marketing material within the meaning of Article 68 of the Swiss Financial Services Act and is provided for informational purposes only. We will be happy to provide you with additional information about the specified financial products, such as the prospectus or the basic information sheet, free of charge, at any time.
https://www.vontobel.com/socialmediaterms
Offices: Gotthardstrasse 43, Zürich, ZH 8022, CH · 8 Marina View, Asia Square Tower 1, Level 07- 04, Singapore, SGP 018960, SG · Alter Hof 5, Munich, Bavaria 80331, DE · Dubai International Financial Centre, Liberty House, Office 913, Dubai, Dubai 506814, AE · 15 Queen’s Road, 1901 Gloucester Tower, The Landmark, Hong Kong, HK Central, HK
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