Senior Relationship Manager, Asia Intermediaries

Posted 2 Days Ago
Be an Early Applicant
2 Locations
Senior level
Fintech • Financial Services
The Role
The Senior Relationship Manager will lead business development and relationship management for Vontobel's investment capabilities with private and retail banks in Asia. Key responsibilities include developing strategies, building relationships, and managing existing clients while ensuring compliance with legal requirements.
Summary Generated by Built In

Are you looking to join a high performing sales team? We are currently looking for a highly driven energetic Hong Kong-based Sales Director within the Intermediary Clients, Asia team; focused on business development and relationship management with global and regional private banks and retail banks in Asia.
This role will be an integral part of our strategic effort to promote Vontobel's investment management capabilities and funds in Asia.

What would your role be?

Your role as a Director within the intermediary Asia team will be an integral part of our strategic effort to promote Vontobel's investment management capabilities and funds in Asia. The sales process to and through financial institutions is varied and demanding – there is no single approach that is applied consistently. Consequently, to be successful in this area, it is essential that the candidate understands how to build relationships in a potentially complex environment as well as having a deep understanding of investment management and the structuring of investment solutions.

The candidate must also be able to network and influence in a sensitive but effective way throughout Vontobel. The position is viewed as an important hire to build Vontobel's presence amongst global and regional private banks and retail banks in Asia with a particular focus on Hong Kong. Key requirements are:

  • Work with the Head of Intermediary Sales, Asia (Singapore-based) to develop and execute a regional business development and relationship management strategy for global and regional private banks in Hong Kong.
  • Build and maintain detailed knowledge of key business and strategic issues facing financial institutions in Hong Kong and across Asia
  • Ability to forge strong relationships within and across the client organization to drive commercial results
  • Acquisition and ongoing servicing of new and existing clients
  • Marketing the full range of Vontobel's products and services to the assigned client base with the assistance of investment platform professionals where appropriate
  • Development and implementation of a business plan to identify prospects and raise assets across VAM’s product capabilities.
  • Ensure that all compliance and legal requirements are met and business is conducted in line with best practice, taking appropriate action where necessary

What are we looking for?

  • Self-confident, robust, decisive, trustworthy and with excellent judgement on client matters
  • Entrepreneurial and a self-starter, but able to operate in a team environment.
  • Have demonstrated ability to drive commercial success
  • Innovative thinker able to bring forward and promote new ideas and initiatives, among peers and investors
  • Strong and confident presenter also in front of large audiences
  • Good understanding of investment products across all asset classes
  • Service mentality: client-centric, diligent and meeting fast turnaround times
  • Excellent time management between aftersales servicing, prospect/client activity and internal stakeholder engagement is a key success factor for this role
  • Collegiate team player, experienced and comfortable in an international environment
  • Outstanding communication skills in English (both written and verbal), Mandarin (both written and verbal) and Cantonese (verbal).
  • At least 5 years or more experience with proven track record in sales or client servicing within the financial industry

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.

The Company
2,432 Employees
On-site Workplace
Year Founded: 1924

What We Do

Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients. With our investment-led approach that focuses exclusively on the buy-side of financial markets, we think and act purely from the client’s perspective – as an investor for investors.

This includes continually rethinking how to empower investors – something we have engaged in for over 100 years. Harnessing the power of technology allows us to deploy our investment expertise across multiple platforms and ecosystems, while aiming to offer an individualized and high-quality client experience.

Our conviction that successful investing begins with the assumption of personal responsibility means we focus on empowering employees to unlock their potential, take ownership of their work, and bring opportunities to life. We continuously scrutinize our achievements as we strive to exceed the expectations of our clients.

Important legal notice: This publication is deemed to be marketing material within the meaning of Article 68 of the Swiss Financial Services Act and is provided for informational purposes only. We will be happy to provide you with additional information about the specified financial products, such as the prospectus or the basic information sheet, free of charge, at any time

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