Job offer

Senior Business Developer (South East)

Vontobel Swiss Financial Advisers in Miami is seeking a motivated and client-focused individual for the position of Senior Business Developer (South East). The successful candidate will build their own network of financial advisors and centers of influence and act as a trusted advisor to US financial advisors. The position offers a salary between $180,000 and $250,000.

Job description

Tasks

  • Development of our own network of financial advisors at US financial institutions
  • Development of a proprietary network of centers of influence, business introducers and direct prospects
  • Advising US financial advisors and prospective clients; providing recommendations that encompass multiple products and services as well as our unique Vontobel assets
  • Effectively manage relationships with financial advisors, centers of influence, business introducers, and take ownership of the customer/prospect experience
  • Utilizing the company's specialists and expert resources to ensure the integrated delivery of our sales offering, products and investment solutions
  • Adherence to risk and compliance requirements and guidelines

Requirements

  • 10+ years of experience in business development, either in private wealth management for HNWI or UHNW clients and/or in the sale of financial products and services to other financial institutions
  • An established network of financial advisors at US financial institutions, centers of influence, and business leaders in the Southwest, and the ability to develop a sales pipeline and close prospects.
  • A motivated, customer-focused and solution-oriented employee with exceptional interpersonal and relationship-building skills
  • Proactive attitude, analytical and structured thinking
  • Highly motivated with an entrepreneurial spirit, team player who can work under pressure
  • Excellent written and verbal communication skills in English; other languages such as Spanish, French or German are a plus
  • A self-motivated personality with a hands-on mentality and problem-solving attitude as well as the ability to teach and mentor
  • Willingness to travel in your area

Compensation

  • The salary range for this role is $180,000 - $250,000.

Job details

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