What are we looking for?
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An established book of clients with the willingness and ability to commit to a business case related to client acquisition is a must.
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Demonstrated ownership of a significant portfolio of UK-based HNWI/UHNWI clients with responsibility for client acquisition, retention and long-term relationship development.
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Minimum 12–15 years of progressive experience within Private Banking or Wealth Management, including a demonstrable track record of advising High Net Worth and Ultra High Net Worth individuals
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Extensive knowledge of the UK Private Banking and Wealth Management market, including the needs of entrepreneurs, business owners, senior executives and internationally connected families.
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Previous experience in a similar position within the banking industry with a track record of developing a book of clients.
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Being able to build strong relationships and attract new clients for the United Kingdom market.
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A client-focused individual with exceptional interpersonal skills and a established professional network within the UK wealth management ecosystem and the ability to leverage it for sustainable business development
- Proven ability to deliver holistic wealth management solutions across discretionary investments, advisory mandates, structured lending, wealth planning and succession planning through collaboration with internal specialists.
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Executive presence with the confidence and credibility to advise highly sophisticated private clients and represent the bank externally.
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A team player who can work under pressure, who is highly motivated and possesses an entrepreneurial spirit.
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Fluency in English and effective communication skills.
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Affinity for Artificial Intelligence (AI) and a willingness to embrace AI-enabled tools and ways of working.
What do we offer?
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Top Zurich location with collaboration spaces and free lunch.
- Friendly, diverse team in an international environment.
- Agile environment in how we think, the way we work and our trust for each other.
- Flat hierarchy with collaboration on all levels.
- Collaborative spirit with opportunities to learn and thrive.
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.
Do you want to be Vontobel?
