Senior Relationship Manager - LATAM - CONO SUR
FOR OUR CLIENT, ASWISS PRIVATE BANK, WE ARE LOOKING FOR A
SENIOR RELATIONSHIP MANAGER - LATAM - CONO SUR MARKET
POSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMED
• Prospecting and acquiring new clients and new assets of HNWI/UHNWIprivate clients from the Cono Sur region
• Advising both existing as well as new clients on all aspects of their financial needs
• Closely monitoring the financial markets and the trends in the field of international wealth management
• Define and execute a business plan based on the team's clientele and network of relations
• Currently working in a bank, an EAM, a multi-family office or a financial institute
• Minimum 5 years in a similar position
• Currently managing and owning a portfolio of private clients
• Long and successful track record in advising and looking after private clients in the the Cono Sur region
• Very good knowledge of products, services, global compliance aspects and financial markets
• Swiss National or valid C Permit
• Teams specialized on specific markets are welcomed
À propos de l'entreprise
