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Investment Advisor, Wealth, LatAm
eFinancialCareers
Details

Posted: 14-Aug-24

Location: Zurich, Switzerland

Type: Full-time

Salary: Open

Internal Number: 20118126

The bank continues to enjoy exceptional growth, so this is an opportunity to join a thriving business.

Based in Zurich, you will manage and advise Wealth Management clients in Latin America. You will inherit existing clients and also contribute to the growth of the business in the region.

You will advise across Public and Private Asset classes, ensuring clients' portfolios are achieving optimal returns. You will act as technical expert on investments, advising and counselling, also creating compelling thought leadership content and market updates for clients.

Ideal Background:

  • Experience in a technical Wealth Management relationship role. Investment Advisor, Investment Counsellor, Investment Consultant, Investment Specialist, Relationship Manager, Wealth Manager etc.
  • Strong knowledge of the LatAm Wealth Management market
  • Relevant language skills
  • Excellent written and spoken communication skills 

 

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