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Private Banker LATAM 100% (a) in Zürich

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Jobbeschreibung

Private Banker LATAM 100% (a)

Einführung

Our client is a Swiss private banking group with a long-standing heritage and a strong entrepreneurial foundation. Founded in the 1950s and independently owned ever since, the firm combines the stability of several generations of leadership with a forward-looking approach to wealth management, asset management and private markets. With offices in Zurich, Lugano and Geneva, the bank serves a sophisticated international clientele across Switzerland, EMEA, and Latin America - supported by an affiliated institution in Italy and an advisory presence in Panama. Known for its entrepreneurial spirit, long-term mindset and culture of discretion and trust, the bank is now looking to strengthen its private wealth division by attracting an experienced and successful professional with a focus on the Latin American market.

As a private banker covering LATAM markets, you will play a key role in expanding and deepening the bank's footprint across Latin America. You will benefit from a boutique platform that combines Swiss excellence with agility, discretion and personalized service - tailored to the sophisticated needs of international UHNW and HNW clients.

Über den Job

Key Responsibilities:

  • Develop and manage a portfolio of Latin American HNW and UHNW clients, delivering tailored wealth management solutions
  • Cultivate new client relationships through your personal network, referrals and targeted prospecting.
  • Collaborate closely with internal investment specialists, tax/legal experts and external advisors to deliver holistic advisory services
  • Ensure full compliance with regulatory requirements (incl. Cross-border rules) and internal policies
  • Act as a trusted long-term advisor to clients and their families, with a strong focus on capital preservation, succession planning and international diversification

Your Profile:

  • Proven track record (minimum 10 - 15years) as a private banker or relationship manager focused on LATAM clients
  • Strong personal network of HNW/ UHNW individuals and family offices in key Latin American markets
  • Deep understanding of wealth management, private banking products and investment advisory services
  • Entrepreneurial mindset with a long-term view, strong client orientation and cultural sensitivity
  • Fluency in Spanish and/ or Portuguese, with business-level English

What's Offered:

  • Access to a boutique and stable Swiss platform with a strong balance sheet, high capital adequacy and full family ownership
  • Tailored investment solutions and open-architecture product offering
  • International exposure and strong internal support
  • High degree of autonomy and discretion
  • Competitive compensation with attractive variable upside

Veröffentlicht am

17-10-2025

Extra Informationen

Status
Offen
Ausbildungsniveau
Hauptschule
Standort
Zürich
Jobart
Vollzeitstelle
Führerschein erforderlich?
Nein
Auto erforderlich?
Nein
Motivationsschreiben erforderlich?
Nein
Sprachkenntnisse
Deutsch

Zürich | Vollzeitstelle | Hauptschule

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