Join Our Team as a Senior Relationship Manager
Are you passionate about the financial world? Our Private Clients Division covering the United Kingdom is seeking a highly motivated and engaged Senior Relationship Manager.
Your Role
- Develop your own client network of High Net Worth Individuals (HNWI) and Ultra High Net Worth Individuals (UHNWI) in the United Kingdom.
- Act as a trusted advisor to clients and prospects by providing tailored recommendations that encompass a range of products and services.
- Gain an in-depth understanding of client needs, preferences, and overall wealth while remaining responsive to changes in both the business environment and client expectations.
- Manage a book of clients effectively, taking the lead in ensuring an exceptional client experience.
- Leverage specialists, service officers, and other expert resources to seamlessly deliver investment fiduciary, credit, and banking solutions.
- Build and nurture relationships with internal and external sales referral partners while identifying new business development opportunities.
- Manage sophisticated clients whose wealth structures are complex, both domestically and internationally.
What We Are Looking For
- An established book of clients and the willingness to commit to client acquisition is essential.
- Demonstrated ownership of a significant portfolio of UK-based HNWI/UHNWI clients, focusing on acquisition, retention, and long-term relationship development.
- A minimum of 12–15 years of progressive experience in Private Banking or Wealth Management, with a proven track record in advising high net worth clients.
- Extensive knowledge of the UK Private Banking and Wealth Management market, especially needs of entrepreneurs, business owners, senior executives, and internationally connected families.
- Previous experience in a similar banking position with a successful record in client development.
- Strong relationship-building skills with the ability to attract new clients in the UK market.
- A client-focused individual with exceptional interpersonal skills and a robust professional network within the UK wealth management ecosystem, capable of leveraging it for sustainable growth.
- 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 and the confidence to advise sophisticated private clients, representing the bank externally.
- A team player who thrives under pressure, is highly motivated, and possesses an entrepreneurial spirit.
- Fluency in English and effective communication skills.
- A strong affinity for Artificial Intelligence (AI) and a willingness to embrace AI-enabled tools and methodologies.
What We Offer
- Prime Zurich location with collaborative workspaces and complimentary lunch.
- A friendly, diverse team in an international environment.
- An agile workplace culture that thrives on mutual trust and innovative thinking.
- A flat hierarchy with collaboration opportunities at all levels.
- A collaborative spirit with abundant opportunities for learning and growth.
Why Vontobel?
At Vontobel, you are creating better futures for our clients, society, and yourself. As a family-owned and publicly listed company, we have over 2,000 professionals across 28 global locations and are headquartered in Zurich. Our commitment lies in long-term thinking and sustainability. We value diverse perspectives and seek individuals determined to excel in a dynamic and evolving landscape.
Apply online using the form below. Only applications matching the job profile will be considered.