Teams at Vontobel

Own client acquisition and net new money growth across the Northeast. Attract, onboard, and manage HNW and UHNW clients while delivering holistic wealth management solutions across investments, fiduciary services, credit, and banking. Build referral networks, coordinate internal specialists, advise clients on complex needs, and maintain regulatory and fiduciary standards. Extensive travel is required to strengthen relationships, meet prospects, and generate new business.

Supports client meetings and reporting by analyzing investment, fund, and client data and preparing client-facing materials. Contributes to automating reporting and presentation processes, improving efficiency and deliverable quality. Collaborates with global portfolio management, marketing enablement, content operations, and investment teams to develop clear insights and communications for institutional clients, particularly within the Multi Asset Boutique and Swiss institutional business.

Own tax requirements and logic during core banking implementation, including withholding tax, QI/FATCA, CRS/AIA, stamp duty, testing, and user acceptance. Maintain tax parameters, reporting databases, documentation, and processes; translate tax-law changes into system adjustments; resolve data discrepancies; and advise Relationship Managers and clients. Train colleagues and collaborate with Tax, Compliance, IT, custodians, and counterparties.