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Relationship Manager - LATAM

Zürich Festanstellung Home Office View Job Description
We are seeking an entrepreneurial Relationship Manager with an established LATAM client base to join our independent External Asset Manager in Zurich and transition their existing client book to our platform. In return, you will benefit from a highly supportive environment, significant autonomy, and an attractive compensation package with an uncapped performance-based bonus.

hinzugefügt 06/07/2026

  • Wide coverage of LATAM clients
  • Uncaped Bonus

Firmenprofil

We are a Zurich-based independent External Asset Manager specializing in the management and advisory of HNWI-/UHNWI-clients from the LATAM region. Our firm combines entrepreneurial freedom with a robust investment and operational platform, enabling Relationship Managers to grow their business with strong institutional support.

Stellenbeschreibung

  • Manage and develop an existing portfolio of HNWI-/UHNWI-clients across the LATAM region.
  • Acquisition of clients onto the EAM platform.
  • Acquire new clients and expand your network through business development initiatives.
  • Deliver tailored wealth management and investment solutions in collaboration with internal specialists and leading custodian banks.
  • Build long-term, trusted client relationships based on exceptional service and advice.
  • Contribute to the continued growth and success of the firm through an entrepreneurial mindset.

Anforderungsprofil

  • Several years of experience as a Relationship Manager, Private Banker, or Wealth Manager.
  • Proven track record in serving HNW/UHNW clients in the LATAM market.
  • An established and transferable client book.
  • Strong entrepreneurial drive and business development skills.
  • Excellent interpersonal and relationship management capabilities.
  • Fluency in Spanish and English is essential; Portuguese and/or German are considered an advantage.

Sonstige Informationen

  • The opportunity to join a well-established, independent External Asset Manager in Zurich.
  • A highly entrepreneurial environment with significant autonomy and flexibility.
  • Comprehensive support throughout the client book transition process.
  • Access to a professional investment platform, experienced operations team, and first-class infrastructure.
  • Collaboration with leading international custodian banks.
  • An attractive compensation package featuring an uncapped performance-based bonus, allowing you to fully participate in the success you generate.
  • A collaborative culture with flat hierarchies, fast decision-making, and long-term growth opportunities.
Referenznummer angeben
JN-072026-7055886

Zusammenfassung

Berufsfeld
Bank- & Finanzwesen
Näheres Berufsfeld
Private Banker / RM / Vermögensverwalter
Branche
Financial Services
Ort
Zürich
Vertragsart
Permanent
Referenznummer
JN-072026-7055886
Art des Jobs
Home Office

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