Banker Latam SSA

Location: CBP - SSA Zurich, Switzerland

Country: Switzerland

Responsibilities

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