Miami / 1001 Brickell Bay Drive
Are you passionate about the financial world? For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are looking for a Business Developer (100%) to strengthen our Business Development team for US clients on the West Coast.

You would be part of a highly motivated and committed team within Wealth Management. In close collaboration with the team, the Business Developer works with Relationship Managers to develop and build out our network of US based financial institutions, Financial Advisers and Centers of Influence.

The employee will be based in our U.S. office, regularly on the West Coast, and will report directly to the Head of Business Development located in Zurich, Switzerland.

• Develop your own network of Financial Advisers at US financial institutions
• Develop your own network of Centers of Influence, Business Introducers and direct prospects
• 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
• Develop in-depth understanding of prospect and client needs, preferences and overall wealth
• 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