Vontobel Benefits Overview

Own client acquisition and net new money growth across the Northeast. Attract, onboard, and manage HNW and UHNW clients while delivering holistic wealth management solutions across investments, fiduciary services, credit, and banking. Build referral networks, coordinate internal specialists, advise clients on complex needs, and maintain regulatory and fiduciary standards. Extensive travel is required to strengthen relationships, meet prospects, and generate new business.