Senior Relationship Manager UK & South Africa (Zurich or Geneva)

At Vontobel, we actively shape the future. We create and pursue investment opportunities with determination. We master what we do – and we only do what we master. This is how we get our clients ahead. As a global financial services provider with Swiss roots, we specialize in wealth management, active asset management and tailor-made investment solutions.

Are you passionate about the financial world and do you enjoy building and maintaining long-lasting relationships with clients? Our desk covering the South African market is looking for a Relationship Manager to join their team.

Your opportunity

  • Develop your own client network
  • Act as a trusted advisor to clients and prospects by providing recommendations that encompass multiple products and services
  • Develop in-depth understanding of client’s needs, preferences and overall wealth and be responsive to the changes in the business environment or clients’ needs
  • Effectively manage a book of clients and act as a relationship lead accountable for the clients’ experience
  • Leverage specialists, service officers and other expert resources to ensure the integrated delivery of investment fiduciary, credit, and banking solutions
  • Build relationships with internal and external sales referral partners and identify new business development opportunities
  • Meet and adhere to Risk & Compliance requirements and policies.


You bring

  • University Degree with further education related to investment & banking
  • 10+ years of experience as private banker, managing a client portfolio
  • Extensive network in both focus markets South Africa and United Kingdom
  • Requirements for the representative role on the FSP license
  • Ability to work and collaborate closely with other Vontobel employees

You are

  • Client-focused and possess exceptional interpersonal skills
  • Solution-oriented and have considerable sales and financial aptitude
  • Pro-active, analytical, and structured
  • Highly motivated and with an entrepreneurial spirit
  • A team player who can work under pressure
  • Fluent in English

What we offer

  • We work according to agile principles especially in our way of thinking and our methodology and we work with mutual trust
  • Teamwork is important to us: We always exchange valuable knowledge and skills with each other - One Vontobel
  • Our work culture is characterized by short communication channels and direct cross-departmental contact and information exchange
  • We offer diverse benefits and provide a first-class lunch menu when you work in the office


Vielen Dank für Ihre Bewerbung bei Vontobel. Wir werden Ihre Bewerbung sorgfältig prüfen und Ihnen zeitnah eine Antwort zukommen lassen.

Vontobel ist ein Unternehmen, das Chancengleichheit fördert. Wir setzen uns für Chancengleichheit bei der Beschäftigung ein, unabhängig von Rasse, Hautfarbe, Abstammung, Religion, Geschlecht, nationaler Herkunft, sexueller Orientierung, Alter, Staatsbürgerschaft, Familienstand, körperlicher Einschränkungen oder Geschlechtsidentität.
Wir schätzen unterschiedliche Sichtweisen innerhalb unserer Teams und sind bestrebt, ein Umfeld zu schaffen, in dem jeder, der Teil unserer Leistungskultur sein möchte, sich selbst verwirklichen kann. Sie basiert auf gegenseitigem Respekt und null Toleranz gegenüber jeglicher Form von Diskriminierung.

Für Fragen stehen wir Ihnen gerne zur Verfügung. Bitte kontaktieren Sie uns über unser Kontakt Formular.



Zürich / Gotthardstrasse 44