5 annunci per il ruolo di cfa (recruiting in corso)

Key Client Developer
Vontobel Holding AG —Zurigo, ZH
- Inglese
- Capacità di comunicazione
6 ore
Relationship Manager
Schroders —Zurigo, ZH
- 100%
- Leadership
8 ore
Senior Sales Executive Europe - Software and Data
Evooq —Losanna, VD
- 100%
- Parzialmente remoto
- Gestionale
- Inglese
Candidatura rapida
Senior Consultant - US-Focused Markets Group (US-FMG) FAAS
EY —Basilea, BS
- Remoto
- Capacità di scrittura
- Inglese
- Master
Manager, Transaction Services
Interpath Advisory —Zurigo, ZH
- 100%
- Gestionale
- Inglese
- Project management
Candidatura rapida

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Key Client Developer

Vontobel Holding AG -
Zurigo, ZH

Candidati adesso

Dettagli della posizione

6 ore fa

Benefit

Buoni pasto

Qualifiche

Investimenti
Inglese
Capacità di comunicazione
Tedesco

Descrizione completa della posizione

Zürich / Gotthardstrasse 43

Do you enjoy acting as a true sparring partner to Relationship Managers relationship managers driving the growth of existing UHNW relationships and co-leading new client acquisition?
Our Key Client franchise is a strategic growth pillar, and we are looking for a highly driven and entrepreneurial Key Client Developer to operate at the center of our most important client relationships. The Key Client Management & Family Office team enables our organization to systematically develop and deepen our most valuable client relationships.
You act as a strategic co-pilot to Relationship Managers and senior stakeholders, driving the development of our most sophisticated UHNW and family office relationships. You combine investment expertise, commercial acumen, and organizational influence to originate, shape, and execute complex client opportunities.
While Relationship Managers retain ownership of the client relationship, you lead in identifying client needs, orchestrating the firm’s full capabilities and designing and delivering high-quality solutions. You ensure seamless execution and deliver a consistent, top-tier client experience across the full lifecycle, including after-sales excellence.

What would your role be?

Co-lead the development and execution of holistic client strategies, identifying opportunities and driving sustainable growth
Design and deliver high-impact, investment-driven client engagements, acting as a credible partner to challenge and shape solutions across asset classes
Assemble and lead cross-functional deal teams, including senior management and product specialists
Own the execution of complex client initiatives, ensuring delivery excellence and alignment with client expectations
Drive initiatives that enhance the effectiveness and scalability of the Key Client platform

What are we looking for?

Strong investment expertise across asset classes; CFA, CAIA, or equivalent preferred (or extensive practical experience)
Proven experience with UHNW and/or institutional clients in complex, solution-driven environments
Demonstrated ability to execute sophisticated client opportunities
Exceptional ability to influence senior stakeholders without formal authority
Proven track record in building trust with Relationship Managers and translating this into commercial impact
Strong experience in driving alignment across the firm and beyond
Clear commercial mindset with strong communication and presentation skills
Structured, big picture-thinker with high ownership, drive, and execution focus
Fluent in English and German (Swiss German a plus)

What do we offer?

Top Zurich location with collaboration spaces and free lunch.
Friendly, diverse team in an open-office space.
All the latest technology to help you excel and advance.
Agile environment in how we think, the way we work and our trust for each other.
Flat hierarchy with collaboration on all levels.
Campus feeling and collaborative spirit.

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

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. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.

Do you want to be Vontobel?

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cfa offerte

Key Client Developer

Relationship Manager

Senior Sales Executive Europe - Software and Data

Senior Consultant - US-Focused Markets Group (US-FMG) FAAS

Manager, Transaction Services

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