Banker Latam SSA

Job description

Banker Latam SSA 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 Latin Americans markets. ›          Proven track record in developing business and cultivating strong client relationships, particularly in key the Latin American HNW and wealth management markets. Skills & Competencies: ›          Excellent understanding of the the Latin Americans 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