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Marketing Specialist – Wealth Management – U.S. Clients(m/w/x)
Executing targeted marketing strategies for U.S. client segments, including digital campaigns and client events. 5-10 years financial services marketing experience required. 4-day work week, company car for private use.
Requirements
- 5–10 years marketing experience in financial services, ideally 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
Tasks
- Support and execute targeted marketing strategies for U.S. client segments
- Handle day-to-day marketing operations
- Partner with the Investment Management team to publish market-relevant content
- Plan and deliver integrated marketing campaigns across digital, events, and communication channels
- Support the planning and execution of client events, webinars, and roadshows for U.S. clients
- Provide marketing support to Relationship Managers and Business Development teams
- Manage marketing governance for consistency and compliance
- Oversee budget tracking, forecasting, and reporting to enhance cost efficiency
Work Experience
- 5 - 10 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
- German – Business Fluent
Benefits
Competitive Pay
- Competitive compensation
Other Benefits
- Competitive benefits
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Marketing Specialist – Wealth Management – U.S. Clients(m/w/x)
Executing targeted marketing strategies for U.S. client segments, including digital campaigns and client events. 5-10 years financial services marketing experience required. 4-day work week, company car for private use.
Requirements
- 5–10 years marketing experience in financial services, ideally 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
Tasks
- Support and execute targeted marketing strategies for U.S. client segments
- Handle day-to-day marketing operations
- Partner with the Investment Management team to publish market-relevant content
- Plan and deliver integrated marketing campaigns across digital, events, and communication channels
- Support the planning and execution of client events, webinars, and roadshows for U.S. clients
- Provide marketing support to Relationship Managers and Business Development teams
- Manage marketing governance for consistency and compliance
- Oversee budget tracking, forecasting, and reporting to enhance cost efficiency
Work Experience
- 5 - 10 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
- German – Business Fluent
Benefits
Competitive Pay
- Competitive compensation
Other Benefits
- Competitive benefits
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Vontobel Swiss Financial Advisers (Vontobel SFA)
Industry
FinancialServices
Description
Vontobel is a family-owned, publicly listed company with over 2,000 professionals in 28 locations globally, headquartered in Zurich, committed to long-term thinking and sustainability.
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