Relationship Manager / Execution Trader for US RIAs

Bank Vontobel
New York, USA
05 Jan 2023
28 Jan 2023
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
We are looking for a Relationship Manager / Trader for Vontobel Securities Ltd. with main focus on daily trade execution activities as well as the acquisition of new RIA prospects.

Your opportunity
  • Trading / Order Management of most common securities in cross border cooperation with Vonsec Zurich
  • Communicates with Registered Investment Advisors and related B/Ds
  • Playing a roll in building up and establishing Vonsec's RIA platform in the US
  • Leveraging former client relationships, establishing new relationships
  • Preparation / profiling of client meetings (desk research)
  • Contributes to setting and achieving team (business development) and personal goals

You bring / You are
  • Bachelor's Degree and several years financial service experience
  • Series 7 and Series 63 required
  • Experience in dealing with RIAs
  • Excellent written and verbal communication; PowerPoint skills
  • Strong ability to develop sales pipeline and close prospect opportunity
  • Team oriented, self-motivated, results driven and able to multi task

Salary range: USD 100'000 - 150'000

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 .
  • You need to sign in to save