Vontobel · 8 hours ago
Senior Business Developer (West Coast)
Santa Monica, CA
Full-time
Onsite
Senior Level, Lead/Staff
$180K/yr - $250K/yr
10+ years expVontobel is a family-owned and publicly listed company committed to building better futures for clients and society. They are seeking a Senior Business Developer to strengthen their Business Development team for US clients on the West Coast, focusing on building relationships with financial institutions and advisors.
Asset ManagementBankingFinancial Services
Responsibilities
Develop in-depth understanding of prospect and client needs, preferences and overall wealth
Develop your own network of Centers of Influence, Business Introducers and direct prospects
Develop your own network of Financial Advisers at US financial institutions
Act as a trusted advisor to US based Financial Advisors and prospects; provide recommendations that encompass multiple products and services as well as our unique USP’s
Effectively manage relationships with Financial Advisers, Centers of Influence, Business Introducers and act as relationship lead accountable for clients/prospect experience
Leverage specialists and expert resources of the firm to ensure the integrated delivery of our sale proposition, products and investment solutions
Meet and adhere to Risk & Compliance requirements and policies
Qualification
Required
10+ years of experience of business development either in the private wealth business for HNWI or UHNWI clients and/or sales of financial products and services to other financial institutions
Have an established network of Financial Advisers at US financial institutions, Centers of Influence and Business Introducers in the West Coast and the ability to develop a sales pipeline and close prospect opportunities
A driven, client-focused and solutions-oriented individual with exceptional interpersonal and relationship development skills
Pro-active attitude, analytical and structured thinking
Highly motivated with an entrepreneurial spirit, you are a team player able to work under pressure
Exceptional written and verbal communication skills in English. Other languages such as Spanish, French or German a plus
A self-motivated personality, with hands-on mentality and problem-solving attitude as well as ability to teach and mentor
Willingness to travel in your territory
Company
Vontobel
Vontobel Asset Management is an active global multi-boutique asset manager with specialist investment expertise.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$226.25M2025-03-26Post Ipo Debt· $226.25M
2001-06-11IPO
Leadership Team
Christel Rendu de Lint
Co-Chief Executive Officer
Georg Schubiger
Co-Chief Executive Officer
Recent News
Institutional Investor
2025-06-05
2025-04-27
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