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
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