Relationship Manager – Wealth Management (LATAM) market

On behalf of our client, we are seeking a Relationship Manager for the LATAM market to join a wealth management firm based in Zurich. In this dynamic and strategic role, you will be responsible for building and maintaining long-term relationships with high-net-worth individuals across the LATAM market. Your expertise will contribute to developing bespoke financial solutions and creating lasting value for clients.

Responsibilities:

Build and expand a portfolio of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients across the LATAM market
Maintain and grow a strong client network through regular travel, acquiring new mandates and managing existing relationships
Advise clients on portfolio management, asset allocation, and both traditional and alternative investment classes
Collaborate closely with Investment Advisory, Compliance, and Execution teams

Profile:

Proven track record in acquiring and managing wealthy private clients
Strong existing relationships with HNW and UHNW clients in the LATAM market
Established network within the private banking industry to support growth strategies and drive revenue and NNA targets
Progressive career development in Wealth Management or related areas, ideally within a reputable financial institution
Demonstrated success in revenue generation (ROA) and asset gathering (NNM)
A team player with high professional standards, decision-making ability, innovation, and resilience
High level of personal and professional integrity, with strong compliance awareness to ensure adherence to internal and external regulations
Fluency in Spanish and at least one additional European language

Offer:

Attractive compensation package with performance-based bonuses and additional benefits
Dynamic working environment with short decision-making paths and a high level of individual responsibility

Relationship Manager – Wealth Managemen...