Relationship Manager

  • Salary and Discretionary Bonus
  • New York, NY, USA
  • Permanent, Full time
  • Vontobel Securities Limited
  • 30 Oct 17 2017-10-30

The Relationship Manager Position currently open at Vontobel Securities Limited (“Vontobel Securities”) is a great opportunity to join a thriving start up. Vontobel Securities is established as a FINRA member broker/dealer since 1988 offering services to meet the needs of SEC based Registered Investment Advisors (RIAs) and Qualified Institutional Buyers (QIBs). Vontobel Securities is a member of the Vontobel Group ( Vontobel Securities distinction is that it is part of a family owned Bank that has been in existence since 1924 with over $160 billion advised client assets. Founded upon conservative values and a prudent approach to risk.

The Relationship Manager’s duties and responsibilities include the following:

•  Selling Vontobel Securities brokerage services to SEC registered Investment Advisors in across an assigned territory in the United States
• Creating and managing strategy of Vontobel Securities (create marketing material, organize meetings, attend conventions)
• Preparing and profiling of client meetings (desk research)
• Creating new leads and prospects by leveraging former client relationships and establishing new relationships
• Performing “cold calls” as well as follow up calls while adhering to weekly performance measurements
• Manage existing relationships from the brokers perspective (answer questions and emails, execute trades, meet with those RIAs)
• Maintaining order management of most common securities in cross border cooperation with Vontobel Securities Zurich
• Contributing to setting and achieving team business development and personal goals

Ideal Qualifications and Experience:

• Bachelor's Degree required
• 5-7 years minimum of experience preferably in international environment (i.e. used to work in the RIA department of an European bank)
• Experienced relationship manager servicing US domiciled registered investment advisors and their clients
• Existing network of RIAs focusing on both, US and international clients
• Entrepreneurial personality
• Possess Series 7 and 63
• German language skills would be an advantage
• Ability to communicate effectively with all levels of management in various business areas in written and verbal forms
• Ability to work in a team environment and collaborate effectively

Please note - Vontobel Securities Limited offers a competitive salary and comprehensive benefits package which includes medical, dental, vision, 401(k), paid time off and much more.