Senior Relationship Manager
Madrid / Paseo de la Castellana 91, Planta 5
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 flexible 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 market
- Optimise all marketing materials (brochures, presentations, etc.)
What are we looking for?
- Senior Sales and Relationship Manager with at least 10 years of asset management sales experience in Iberia.
- Strong sales skills with a proven track record in building long-term relationships and significant AUM.
- Well established network in the wealth management and fund of funds channels.
- Strong entrepreneurial spirit and self-motivation, ability to work both independently and as a team player.
- Client centric mindset combined with a genuine passion for investing
- Strong communication, interpersonal and presentation skills.
- High personal integrity.
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?