Senior Relationship Manager (UK clients)
V
Vontobel
📍 thalwil, zürich, Switzerland
Job Description
Senior Relationship Manager – Private Clients (UK)
Are you passionate about the financial world? We seek a highly motivated and engaged Senior Relationship Manager for our Private Clients Division covering the United Kingdom.
Responsibilities
- Develop your own client network of high net worth (HNWI) and ultra high net worth (UHNWI) clients in the UK.
- Act as a trusted advisor to clients and prospects by providing recommendations that encompass multiple products and services.
- Develop an in‑depth understanding of clients’ needs, preferences, and overall wealth, and respond to changes in the business environment or clients’ needs.
- Effectively manage a book of clients and act as 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 w...