Senior Private Banker - LATAM Markets
About the Firm
The role is with a well-established and independent External Asset Manager (EAM) with a strong presence in Switzerland, offering bespoke wealth management services to high-net-worth individuals and families. Their model is built on trust, transparency, and long-term relationships. As they expand their reach in Latin America, they are seeking a highly experienced Senior Private Banker to lead the efforts in the region.
The Role
This is a strategic opportunity for a seasoned Private Banker with a strong LATAM client base to join a dynamic and entrepreneurial team. You will be responsible for bringing your own book of clients, driving business development, and delivering tailored investment solutions through our open-architecture platform.
Key Responsibilities
- Client Acquisition & Retention: Bring and manage your own book of LATAM clients, ensuring a smooth transition and continued excellence in service.
- Business Development: Identify and pursue new opportunities across Latin America, leveraging your network and market knowledge.
- Wealth Management: Provide personalized investment advice and financial planning aligned with client goals and risk profiles.
- Relationship Management: Build and maintain long-term, trust-based relationships with clients and their families.
- Collaboration: Work closely with internal teams including investment advisory, compliance, and operations to deliver a seamless client experience.
What We're Looking For
- A proven track record in private banking or wealth management, with a strong and portable LATAM client book.
- Deep understanding of the Latin American market, client needs, and regulatory environment.
- Entrepreneurial mindset with a passion for client service and business growth.
- Fluency in English and Spanish; Portuguese is a strong advantage.
- Based in or willing to relocate to Zurich or Lugano.
What We Offer
- A truly independent and client-focused platform with full operational support.
- Competitive compensation with a performance-based incentive structure.
- Access to a broad range of investment products and services.
- A collaborative, high-integrity culture that values long-term relationships and entrepreneurial spirit.
FAQs
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