About the role
- Role
- Business development
- Seniority
- Mid
- Type
- Full time
- Are you passionate about building strong relationships and driving strategic growth? Join our dynamic Key Clients & Family Office team in Zurich, where you’ll work closely with high-profile individuals and family offices to create impactful solutions that support their complex financial needs. What would your role be? Drive strategic client acquisition in the UHNW and Family office segment: build, manage, and convert a high-quality pipeline of prospects
- Establish a data-driven pipeline approach to increase transparency, predictability, and conversion rates while ensuring focus on the highest-value opportunities
- Apply this approach across the firm and partner closely with Relationship Managers to accelerate their own leads Build, develop, and leverage a structured ecosystem of external partners, introducers, and influencers to originate qualified opportunities and expand market access beyond traditional acquisition channels
- Run deal teams and coordinate internal stakeholders across products, advisory, and leadership teams to deliver compelling, differentiated value propositions for complex client opportunities
- Continuously analyze market developments, competitor activity, and client trends to identify emerging opportunities and refine acquisition strategies
- What are we looking for? Proven success in strategic business development with existing network in the UHNW and/or family office space in Switzerland (and Germany) Proven ability to establish, cultivate, and activate strategic partner ecosystems that generate qualified business opportunities
- Demonstrated experience in developing winning client-specific propositions, commercial strategies, and pricing approaches for competitive situations
- Strong strategic thinking and analytical capabilities, coupled with disciplined execution and a results-oriented mindset
- High degree of ownership, resilience, and accountability paired with a hands-on and proactive mentality
- Excellent communication, influencing, and stakeholder management skills
- Collaborative team player who builds trusted partnerships across Relationship Management, Investment Advisory, Product Specialists, and senior leadership to deliver exceptional client outcomes
- What do we offer? Top Zurich location with collaboration spaces and free lunch Friendly, diverse team in an open-office space
- 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
- Flat hierarchy with collaboration on all levels
- Campus feeling and collaborative spirit
- 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. Why Vontobel? At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability. Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role. 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. At Vontobel, you are building better futures for our clients and society, as well as for yourself. We have over 2,000 engaged professionals, based in 29 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? Private Clients Vontobel is committed to actively managing client assets with foresight across generations. We take a holistic approach, accurately monitor the markets, anticipate trends and opportunities, and develop individual solutions. This is how we protect the entrusted assets and create optimal conditions to increase them over the long term while taking controlled risks. Institutional Clients Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach. Each of our boutiques draws on specialized investment talent, a strong performance culture and robust risk management. We deliver leading-edge solutions for both institutional and private clients. Vontobel Career Page
Posted on Vontobel Swiss Financial Advisers’ careers site and shown here in full, as the firm wrote it. Open the original posting