Relationship Manager for the US RIAs

Are you a great communicator who enjoys building and maintaining relationships? For our entity Vontobel Securities Ltd. we are looking for a Relationship Manager / Trader in New York who will focus on daily trade execution activities as well as the acquisition of new RIA prospects.

What would your role be?

• Trading / Order Management of the most common securities in cross border cooperation with VonSec Zurich.
• Communicate with Registered Investment Advisors (RIAs) and related B/Ds.
• Play a role in building and establishing VonSec’s RIA platform in the US.
• Generate leads with the aim of creating new RIA relationships.
• Preparation and profiling of client meetings (desk research).
• Contribute to setting and achieving team (business development) and personal goals.

What are we looking for?

• Bachelor’s Degree and at least 3 years of experience in the financial sector.
• Interest in obtaining Series 7 and Series 63 licenses.
• Experience in dealing with RIAs would be an advantage.
• Strong ability to develop sales pipelines and close prospect opportunities.
• Team oriented, self-motivated, results driven and able to multitask.
• Fluency in English with exceptional written and verbal communication skills. German would be an advantage.

What we offer:

• Flat hierarchy with collaboration at all levels.
• Collegial working environment in which the team concept is not just an empty phrase.
• All the latest technology to help you excel and advance.
• Agile environment in how we think, the way we work and our trust for each other.
• Top New York location and modern employment conditions.

Salary range: USD 120'000.00 - 170'000.00

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich.

We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. Do you want to be Vontobel?

Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

If you have any questions you can contact us through our contact form.