About this role

Banker Latam SSA

Country: Switzerland

The Private Banker is responsible for delivering high-level and superior service to a portfolio of clients. As the primary point of contact, the Banker plays a key role in expanding and retaining existing relationships while acquiring new affluent clients.

This role will be responsible for the following:

Client Relationship Management:

› Develop, manage, and retain relationships with HNW individuals across targeted regions.
› Expand existing Assets Under Management (AUM) and establish new client relationships through proactive prospecting and networking.
› Provide tailored financial solutions, including banking, credit, asset management, investment advisory, and insurance services.
› Act as a trusted advisor, ensuring clients receive personalized wealth planning guidance, including pension financial planning strategies.
› Facilitate seamless interactions between clients and internal teams to deliver an exceptional service experience.

Business Development & Market Focus:

› Identify and capitalize on opportunities in Latin-Americans markets.
› Maintain a deep understanding of the Latin-American wealth management landscape, including evolving regulatory and market dynamics.
› Leverage insights into regional economic trends to drive targeted business growth.

Investment & Financial Analysis:

› Analyze investment opportunities and market trends to provide informed recommendations to clients.
› Review and interpret corporate financial statements, macroeconomic trends, and other relevant data to support client decision-making.
› Stay up to date with global economic developments that could impact client portfolios.
Profile

Education & Experience:

› University degree in Economics, Finance, or equivalent experience in Private Banking.
› 5-10 years of experience in Private Banking/Wealth Management, with a strong focus on the the Peruvian and Ecuadorian markets.
› Proven track record in developing business and cultivating strong client relationships, particularly in key the Peruvian and Ecuadorian HNW and wealth management markets.

Skills & Competencies:

› Excellent understanding of the the Peruvian and Ecuadorian wealth management industries and their key characteristics.
› Strong sales and business development skills, with the ability to grow and retain a book of business.
› Ability to build relationships with local institutions and entities within the group.
› Strong interpersonal, communication, and organizational skills.
› Deep understanding of investment products, financial markets, and pension planning.
› High ethical standards and strong corporate work ethics

Banker Latam SSA