Marketing Specialist (Wealth Management – U.S. Clients) (100%)

Zürich / Splügenstrasse 5
Are you passionate about creating impactful marketing strategies that resonate with international audiences? For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are seeking an experienced and proactive Marketing Specialist to support our Private Clients business unit with a focus on U.S. clients. This role is central to driving marketing initiatives, ensuring consistent communication, and supporting senior stakeholders. You will work closely with the Head of Marketing, Investment Management, and client\-facing teams to deliver high\-impact marketing activities in a complex cross\-border environment.
What would your role be?

• Support and execute targeted marketing strategies for U.S. client segments and day\-to\-day marketing operations.


• Partner with the Investment Management team to deliver and publish market\-relevant content, including market outlooks, market commentaries and thought leadership pieces.


• Plan and deliver integrated campaigns across digital, events, and communication channels


• Support the planning and execution of client events, webinars, and roadshows tailored to U.S. clients


• Provide marketing support to Relationship Managers and Business Development teams


• Manage marketing governance to ensure consistency and compliance


• Oversee budget tracking, forecasting, and reporting to enhance cost efficiency

• 5–10 years of marketing experience in financial services, ideally in wealth or asset management


• Strong understanding of U.S. clients and cross\-border requirements


• Proven experience with strategic initiatives and stakeholder management


• Expertise in content creation and digital campaign management


• Proactive, hands\-on, and solution\-oriented mindset


• Strong stakeholder management and excellent communication skills in English and German

• A key role with visibility across senior management and investment teams


• Opportunity to work in a leading Swiss wealth management firm with a strong U.S. client focus


• Exposure to strategic marketing initiatives and cross\-border business development


• Collaborative and entrepreneurial work environment


• Competitive compensation and benefits

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.

Do you want to be Vontobel?

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