Senior Relationship Manager (UK clients)

Vontobel Asset Management seeks a Senior Relationship Manager in Zürich to lead UK private client relationships, leveraging extensive wealth management expertise to deliver holistic financial solutions.

This position sits within the Private Clients Division, specifically focusing on the United Kingdom market. The role is designed to help clients and society build better futures by providing expert guidance within a family-owned, publicly listed organization.

Responsibilities

• Cultivate and expand a network of High Net Worth (HNWI) and Ultra High Net Worth (UHNWI) clients located in the UK.
• Serve as a trusted advisor, offering comprehensive recommendations that span multiple products and services.
• Gain a deep understanding of client preferences, wealth status, and evolving business conditions to provide responsive support.
• Oversee a portfolio of clients, acting as the primary relationship lead responsible for their overall experience.
• Coordinate with specialists and service officers to deliver integrated investment, fiduciary, credit, and banking solutions.
• Establish connections with internal and external referral partners to uncover new business opportunities.
• Manage sophisticated clients who possess complex domestic and international wealth structures.

Requirements

• Possess an established book of clients and demonstrate the capacity to commit to a business case focused on client acquisition.
• Show ownership of a significant UK-based HNWI/UHNWI portfolio, with a history of acquiring, retaining, and developing long-term relationships.
• Have at least 12–15 years of progressive experience in Private Banking or Wealth Management, including a proven track record of advising high-net-worth individuals.
• Demonstrate extensive knowledge of the UK Private Banking and Wealth Management market, particularly the needs of entrepreneurs, business owners, senior executives, and internationally connected families.
• Have prior experience in a similar banking role with a record of building a client book.
• Be capable of building strong relationships and attracting new clients specifically for the UK market.
• Exhibit exceptional interpersonal skills and maintain an established professional network within the UK wealth management ecosystem to drive sustainable business development.
• Prove the ability to deliver holistic wealth management solutions, including discretionary investments, advisory mandates, structured lending, and succession planning, through collaboration with internal specialists.
• Display executive presence, confidence, and credibility to advise sophisticated private clients and represent the bank externally.
• Be a team player who works well under pressure, is highly motivated, and possesses an entrepreneurial spirit.
• Be fluent in English with effective communication skills.

Nice to have

• Have an affinity for Artificial Intelligence (AI) and a willingness to embrace AI-enabled tools and ways of working.

What the company offers

• Work in a top Zurich location with collaboration spaces and free lunch.
• Join a friendly, diverse team in an international environment.
• Experience an agile environment in how the company thinks, works, and trusts its employees.
• Benefit from a flat hierarchy with collaboration on all levels.
• Enjoy a collaborative spirit with opportunities to learn and thrive.

About the company

Vontobel Asset Management is committed to long-term thinking and sustainability. The company values unique perspectives and hires individuals determined to deliver in a dynamic and changing world.

• The company is committed to long-term thinking and sustainability.
• The diverse team values unique perspectives.
• The company hires individuals determined to deliver in a dynamic and changing world.