Senior Iberia Relationship Manager - Asset Growth

Vontobel; Madrid; Sur place; EUR 120 000 - 180 000; Plein temps

Résumé du poste

Vontobel in Madrid is seeking a seasoned Relationship Manager to drive growth across Iberia. You will manage client leads, convert opportunities, and sustain long‑term relationships with wealth managers and funds of funds, while deepening knowledge of Vontobel’s investment strategies.

The role requires a proven sales track record and a strong network in Iberia, with the ability to coordinate with Zurich investment teams and local colleagues.

Qualifications

• Senior Sales and Relationship Manager with at least 10 years of asset management sales experience in Iberia
• Strong sales skills with a proven track record in building long‑term relationships and significant AUM
• Well established network in the wealth management and fund of funds channels
• Strong entrepreneurial spirit and self‑motivation, ability to work both independently and as a team player
• Client centric mindset combined with a genuine passion for investing
• Strong communication, interpersonal and presentation skills
• High personal integrity

Responsabilités

• Define business strategy (market segmentation, target clients, growth plan)
• Analyse peer group developments and trends in alternative investing
• Prioritise products for sales planning and provide input into product development
• Manage structured sales process for client lead generation, follow up and conversion
• Systematically acquire clients and progress client take‑on
• Manage ongoing relationship once clients are acquired
• Build in depth knowledge about investment strategies / funds, portfolio positioning and the portfolio managers' investment views
• Ensure competitive and consistent positioning of Vontobel and our products
• Oversee RFP and tender processes to ensure client requirements are optimally covered
• Work in close collaboration with the Iberia Sales team in Madrid as well as the investment teams and Investment Communications team in Zurich
• Plan regional roadshows, marketing campaigns and investment conference participations in alignment with overall marketing plan
• Strengthen Vontobel’s brand in the Iberia market
• Optimise all marketing materials (brochures, presentations, etc.)

Connaissances

Relationship management

Sales

Networking

Communication

Presentation skills

Integrity

Description du poste

Vontobel in Madrid is seeking a seasoned Relationship Manager to drive growth across Iberia. You will manage client leads, convert opportunities, and sustain long‑term relationships with wealth managers and funds of funds, while deepening knowledge of Vontobel’s investment strategies.

The role requires a proven sales track record and a strong network in Iberia, with the ability to coordinate with Zurich investment teams and local colleagues.