13 sep
|
Vontobel Holding
|
Madrid
13 sep
Vontobel Holding
Madrid
Madrid / Paseo de la Castellana 91, Planta 5
- Are you an experienced Relationship Manager looking for the next step in your career?
With a physical presence in Spain since 2007, Vontobel has established itself as one of the leading international asset managers in the local market and a trusted partner to Spain’s top wealth managers. The firm is widely recognised for its strong fixed income capabilities — ranging from short-duration strategies to emerging market debt and adaptable fixed income solutions — as well as its commodities offering and high-conviction emerging market equity strategies.
As a Relationship Manager within our Iberia team, you will play an integral role in driving continued growth by working closely with leading wealth managers, fund-of-funds, and other intermediary and institutional clients.
What would your role be?
Planning
- 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
Sales
- 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 Vontobel’s 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 (in collaboration with dedicated support teams)
- Work in close collaboration with the Iberia Sales team in Madrid as well as the investment teams and Investment Communications team in Zurich.
Marketing Coordination
- Plan regional roadshows, marketing campaigns and investment conference participations in alignment with overall marketing plan
- Strengthen Vontobel’s brand in the Iberia
📌 Senior Relationship Manager (Madrid)
🏢 Vontobel Holding
📍 Madrid