Teams at Vontobel

Manage an existing client portfolio, build new client relationships, acquire business, and serve as a trusted advisor on wealth, investment, fiduciary, credit, and banking solutions. The role requires understanding client needs, coordinating internal specialists, managing the client experience, and developing a strong prospect network. Candidates need finance or economics education, at least five years of relationship management experience, strong sales aptitude, interpersonal skills, analytical ability, and fluency in German and English.

Manage insurer, broker, and Italian fiduciary relationships; lead partner onboarding, due diligence, reviews, negotiations, and regulatory compliance. Advise Relationship Managers on life insurance and fiduciary cases, monitor investment guideline compliance, deliver training, track regulatory developments, and support strategic business development and process improvements.

Drive sales effectiveness, business development, KPI management, management reporting, strategic execution, business transformation, and cross-divisional projects within Wealth Planning. The role identifies market expansion opportunities, develops data-driven insights, leads tool and CRM implementations, and coordinates strategic initiatives across financial and estate planning, pension, insurance, and tax specialists.