Senior Relationship Manager - Intermediaries

Vontobel; Frankfurt; Vor Ort; EUR 80.000 - 100.000; Vollzeit

Zusammenfassung

A leading investment firm in Frankfurt is seeking a Senior Relationship Manager - Intermediaries to drive sales strategy and manage client relationships in the German market. The ideal candidate will have over 5 years of experience in asset management sales and a strong client network. This role offers significant autonomy and opportunities for professional growth in a dynamic environment.

Leistungen

Friendly, diverse team

Latest technology

Agile work environment

Qualifikationen

• At least 5 years of experience in a Sales or client-facing role in Asset Management.
• Excellent client network in the intermediary market in Germany.
• Strong technical knowledge of investment markets and products.

Aufgaben

• Contribute to the sales strategy for the intermediaries business in Germany.
• Ensure structured sales process for lead generation and client servicing.
• Plan and execute client events.

Kenntnisse

Client network in intermediary market

Communication skills

Presentation skills

Entrepreneurial mindset

Result-driven personality

Ausbildung

Bachelor's degree in finance or equivalent

Tools

MS Outlook

Jobbeschreibung

Vontobel Asset Management serves the world’s leading asset owners. With over 300 investment professionals and offices across the globe, we advise client assets of USD 117bn (as of December 31, 2022). As a performance-driven, multi-boutique investment organization, we thrive on independent thinking and high convictions, powered by our active investment approaches and long-term mindset.

At Vontobel, we empower our employees to take ownership of their work and bring opportunities to life. We believe that successful investing begins with personal responsibility, and we continuously scrutinize our achievements to exceed the expectations of our clients.

Germany is a very important client segment for Vontobel Institutional Clients, and we see significant growth potential in the German intermediary market—driven by our expanded product offering, excellent track record, and strong reputation as a performance-driven active asset manager.

We are looking for a Senior Relationship Manager - Intermediaries to join our sales team in Frankfurt. In this role, you will take over an exciting client base and collaborate with colleagues to elevate our intermediary business to even greater heights.

This is an entrepreneurial role with significant scope to create value for the firm. A genuine passion for client work is essential to succeed in this role.

What would your role be?

• Contributing to the sales strategy for the intermediaries business in Germany (growth targets, client coverage, product focus, etc.)
• Ensuring a competitive and consistent positioning of Vontobel Institutional Clients and its products on the German intermediary market
• Ensure and implement a structured sales process for lead generation, follow-up, conversion and client servicing.
• Integrate into a trusting work environment that helps the team to outperform and exceed expectations.
• Work closely with Country Head, Institutional Business Segment colleagues, as well as Portfolio Managers, Product Management, Marketing and other teams to further develop our world-class client service standards.
• Plan and execute client events.
• Provide feedback to keep Vontobel's marketing and content offering (investment content, presentations, etc.) innovative and best-in-class.
• Contribute to core projects as assigned from time to time.

What are we looking for?

• Ambitious and result driven personality with a strong desire to generate new business.
• At least 5 years of experience in a Sales or client facing role in the Asset Management industry.
• Excellent client network and trusted relations in the intermediary market in Germany (Private Banks, Cooperative Banks, Savings Banks, Insurance, IFAs and other market segments)
• Excellent technical knowledge of investment markets and investment products, in particular investment funds
• A good understanding of market trends and the regulatory framework
• Strong entrepreneurial and commercial mindset
• Ability to work under pressure, against tight deadlines and to quickly adjust to changes in priorities.
• High personal Integrity
• Strong communication and presentation skills
• German native language and excellent English (verbal and written).
• A bachelor or similar (CFA, AZEK) degree in finance
• Proficient in MS Outlook

What do we offer?

• 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 at all levels.

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.

At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich.

We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. Do you want to be Vontobel?

Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

If you have any questions you can contact us through our contact form .