Strategic Business Development Key Clients & Family Offices

Vontobel seeks a Senior Strategic Business Development professional in Zurich to drive client acquisition within the UHNW and Family Office segments through strategic partnerships and data-driven pipelines.

This position sits within the Key Clients & Family Office team in Zurich. The primary purpose is to engage with high-profile individuals and family offices, designing tailored solutions for their complex financial requirements while expanding the firm's reach in this specific market segment.

Responsibilities

• Lead strategic client acquisition efforts for the UHNW and Family Office sectors by managing and converting a robust pipeline of prospective clients.
• Implement a data-centric approach to pipeline management to enhance visibility, forecast accuracy, and conversion rates, ensuring attention remains on high-value targets.
• Collaborate with Relationship Managers to help advance their existing leads and opportunities.
• Develop and maintain a network of external partners, introducers, and influencers to source qualified business and broaden market access beyond standard channels.
• Coordinate internal deal teams and align stakeholders across product, advisory, and leadership functions to present distinct value propositions for intricate client needs.
• Monitor market shifts, competitor actions, and client behaviors to spot new opportunities and adjust acquisition tactics accordingly.

Requirements

• A track record of success in strategic business development, including an established network within the Swiss and/or German UHNW or family office markets.
• Experience in building and activating strategic partner ecosystems that yield qualified business leads.
• Proven capability to craft winning client-specific proposals, commercial strategies, and pricing models for competitive bids.
• Strong strategic and analytical skills, combined with disciplined execution and a focus on results.
• A proactive, hands-on attitude characterized by high ownership, resilience, and accountability.
• Exceptional communication, influencing, and stakeholder management abilities.
• A collaborative mindset capable of building trusted relationships across Relationship Management, Investment Advisory, Product Specialists, and senior leadership to achieve superior client outcomes.

What the company offers

• A prime location in Zurich featuring collaboration spaces and complimentary lunch options.
• Access to cutting-edge technology designed to support professional excellence and career advancement.

About the company

Vontobel operates as a family-owned, publicly listed entity that prioritizes long-term thinking and sustainability. The organization fosters a campus-like atmosphere with a flat hierarchy, encouraging collaboration at all levels. The diverse team values unique perspectives and works within an agile environment built on mutual trust.

• Friendly and diverse workforce operating in an open-office layout.
• Agile working methods supported by a culture of trust.
• Flat organizational structure promoting collaboration across all levels.
• A campus-style environment that emphasizes a collaborative spirit.
• Commitment to long-term sustainability as a family-owned, publicly listed company.
• Appreciation for diverse perspectives within the team.