Senior Private Wealth Relationship Lead

Vontobel Asset Management, Inc.; New York (NY); On-site; USD 230,000 - 280,000; Full time

Job summary

Vontobel Asset Management, Inc. seeks a Senior Relationship Manager to cover US clients in the Northeast. You will own the business case and drive net new money while leveraging your HNW/UHNW client relationships and market presence to generate opportunities.

You will manage a significant portfolio as the senior point of contact, coordinating across investment, lending, and estate planning specialists to deliver integrated wealth solutions. A strong network and travel willingness are essential.

Qualifications

• Extensive experience in private banking or wealth management.
• Proven track record of attracting, winning and retaining HNW/UHNW clients.
• Strong network across the Northeast US with relevant intermediaries.
• Excellent communication and interpersonal skills; fluent English.

Responsibilities

• Own and deliver a business case with responsibility for achieving net new money and client targets in the Northeast.
• Attract, win and onboard new HNW/UHNW clients using your network and market presence.
• Manage and grow a significant client portfolio as senior relationship lead for complex wealth needs.
• Leverage a strong prospect network to convert opportunities into clients.
• Advise on holistic wealth management across investments, fiduciary services, credit and banking.
• Understand clients’ personal, family and business objectives and identify opportunities.
• Coordinate investment, lending, estate planning and other specialists for integrated solutions.
• Build relationships with external influencers and internal partners to create a sustainable pipeline.

Skills

Relationship management

HNW/UHNW client acquisition

Private banking network

Communication skills

Travel readiness

English fluency

Job description

Vontobel Asset Management, Inc. seeks a Senior Relationship Manager to cover US clients in the Northeast. You will own the business case and drive net new money while leveraging your HNW/UHNW client relationships and market presence to generate opportunities.

You will manage a significant portfolio as the senior point of contact, coordinating across investment, lending, and estate planning specialists to deliver integrated wealth solutions. A strong network and travel willingness are essential.