Senior Business Developer (South East)

Bank Vontobel • Miami, FL

4d

About The Position

Are you passionate about the financial world? For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are looking for a Business Developer (100%) to strengthen our Business Development team for US clients in the South East. What would your role be? You would be part of a highly motivated and committed team within Wealth Management. In close collaboration with the team, the Business Developer works with Relationship Managers to develop and build out our network of US based financial institutions, Financial Advisers and Centers of Influence. The employee will be based in our U.S. office in Miami and will report directly to the Head of Business Development located in Zurich, Switzerland.

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 in the South West and the ability to develop a sales pipeline and close prospect opportunities
• 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.
• 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

Nice To Haves

• Other languages such as Spanish, French or German a plus

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees