Vontobel

Business Development Rep

• Part of a highly motivated and committed team within Wealth Management
• Collaborate with Relationship Managers to develop and build out our network of US based financial institutions, Financial Advisers and Centers of Influence
• Develop own network of Financial Advisers at US financial institutions
• Develop 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 encompassing multiple products and services as well as 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 integrated delivery of sale proposition, products and investment solutions
• Meet and adhere to Risk & Compliance requirements and policies

Senior Business Developer – South West