Provide bilingual (English/Spanish) client services support: assist account managers, manage Salesforce entries, track capital inflows, coordinate events and travel, prepare client meeting materials, and handle ad hoc projects while prioritizing tasks and maintaining attention to detail.

The Senior Business Developer will enhance business for Vontobel SFA by building networks and managing relationships with US-based financial advisers and institutions to deliver tailored financial solutions.

As a Senior Business Developer, you will build networks with US financial institutions, develop sales pipelines, and provide advisory services to clients. Responsibilities include relationship management, compliance adherence, and leveraging firm resources for product delivery.