Job offer

Senior Business Developer

Vontobel SFA is seeking an experienced business developer (100%) for the position of Senior Business Developer to join the team serving US clients on the West Coast. The new hire will be expected to build a dedicated network of financial advisors and centers of influence and act as a trusted advisor to US-based financial advisors.

Job description: Senior Business Developer

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
  • Serve as a trusted advisor to U.S. financial advisors and prospects; provide recommendations that encompass multiple products and services and our unique USPs
  • Developing a deep understanding of the needs, preferences and overall situation of prospects and customers
  • Function as relationship manager, responsible for the experience of customers/prospects
  • Leveraging the company's specialists and expert resources to ensure the integrated delivery of our sales proposition, products and investment solutions
  • Adherence to risk and compliance requirements and guidelines

Requirements

  • 10+ years of experience in business development, either in private wealth business for HNWI or UHNW clients and/or in selling financial products and services to other financial institutions
  • An established network of financial advisors at U.S. financial institutions, centers of influence and business introducers on the West Coast and the ability to develop a sales pipeline and close prospect opportunities
  • 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 skills 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.

We offer

  • At Vontobel, we build better futures for our clients and society, as well as for you.
  • Our diverse team values unique perspectives, and we hire people who are determined to deliver in a dynamic and changing world.

Job details

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