Banker Latam SSA

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 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