Sales & Business Manager Wealth Planning (temporary – 10 months, 100%)
Zürich / Genferstrasse 27Are you passionate about driving business growth, strategic execution, and business transformation in Wealth Planning?
For our Wealth Planning department, we are looking for an experienced Sales & Business Manager to join us from 1 January 2027 on a 9-month fixed-term contract.
In this role, you will drive strategic initiatives, business development, and sales effectiveness within an interdisciplinary team of financial and estate planners, pension solutions and life insurance specialists, and tax experts.
As the operational and strategic backbone of the team, you will translate Wealth Planning priorities into measurable outcomes, actionable management insights, and tangible business results.
Working closely with front-office teams and specialist advisors, you will increase performance transparency, strengthen Wealth Planning's market positioning, and ensure the successful delivery of key strategic projects.
For our Wealth Planning department, we are looking for an experienced Sales & Business Manager to join us from 1 January 2027 on a 9-month fixed-term contract.
In this role, you will drive strategic initiatives, business development, and sales effectiveness within an interdisciplinary team of financial and estate planners, pension solutions and life insurance specialists, and tax experts.
As the operational and strategic backbone of the team, you will translate Wealth Planning priorities into measurable outcomes, actionable management insights, and tangible business results.
Working closely with front-office teams and specialist advisors, you will increase performance transparency, strengthen Wealth Planning's market positioning, and ensure the successful delivery of key strategic projects.
What would your role be?
- Performance & KPI Management: Monitor business performance, analyse KPIs, and recommend actions to optimize sales effectiveness, client engagement, and business results.
- Management Reporting & Business Analytics: Deliver management reporting, presentations, and data-driven insights to support executive decision-making and business growth.
- Business Development & Market Expansion: Identify growth opportunities and support the expansion of Wealth Planning capabilities across markets.
- Strategic Execution: Drive and coordinate strategic initiatives, growth programs, process improvements, and cross-divisional projects.
- Business Infrastructure: Lead the assessment, implementation, and rollout of new tools and business solutions to enhance efficiency, transparency, and scalability.
- Project Management: Lead strategic projects end-to-end, ensuring effective stakeholder management, timely delivery, and sustainable implementation.
You bring
- Several years of experience in Sales Management, Business Management, or Business Development within Swiss Private Banking or Wealth Management.
- University degree or equivalent qualification in Finance, Economics, Business Administration, or a related field.
- Strong analytical skills with a proven ability to interpret complex data, identify trends, and derive meaningful business conclusions.
- Advanced proficiency in Microsoft 365, particularly Excel and PowerPoint.
- Demonstrated experience managing strategic projects, transformation initiatives, and CRM or system implementations (e.g. Salesforce).
- Excellent written and verbal communication skills in German and English.
- Affinity for Artificial Intelligence (AI) and a willingness to embrace AI-enabled tools and ways of working.
You are
- A strategic and analytical thinker with strong execution capabilities and a results-oriented mindset.
- A highly motivated self-starter who takes ownership, demonstrates resilience, and proactively drives topics forward.
- A structured, rigorous, and highly reliable professional, with a strong attention to detail and the ability to manage multiple priorities independently.
What do we offer?
- Top Zurich location with collaboration spaces and free lunch.
- Friendly, diverse team in an international environment.
- Agile environment in how we think, the way we work and our trust for each other.
- Flat hierarchy with collaboration on all levels.
- Collaborative spirit with opportunities to learn and thrive.
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.
Why Vontobel?
At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability.
Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.