Senior Business Developer – South West
Vontobel
full-time
Posted on:
Location Type: Office
Location: Miami • Florida • 🇺🇸 United States
Visit company websiteSalary
💰 $180,000 - $250,000 per year
Job Level
Senior
About the role
- 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
Requirements
- 10+ years of experience of business development either in the private wealth business for HNWI or UHNWI clients and/or sales of financial products and services to other financial institutions
- Established network of Financial Advisers at US financial institutions, Centers of Influence and Business Introducers in the South West
- Ability to develop a sales pipeline and close prospect opportunities
- Driven, client-focused and solutions-oriented individual with exceptional interpersonal and relationship development skills
- Pro-active attitude, analytical and structured thinking
- Highly motivated with an entrepreneurial spirit, team player able to work under pressure
- Exceptional written and verbal communication skills in English; Spanish, French or German a plus
- Self-motivated personality, hands-on mentality and problem-solving attitude; ability to teach and mentor
- Willingness to travel in your territory
Benefits
- Building better futures for our clients and society
- Committed to long-term thinking and sustainability
- Encouraging individuals to apply even if they don’t meet all criteria
- Committed to equal employment opportunity
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
business developmentsales pipeline developmentfinancial products saleswealth managementrisk & compliance management
Soft skills
interpersonal skillsrelationship developmentclient-focusedsolutions-orientedanalytical thinkingstructured thinkingentrepreneurial spiritteam playerproblem-solvingmentoring