Senior LATAM Private Banking Relationship Lead

Altus Search Ltd

Zürich

On-site

CHF 150,000 - 190,000

Full time

13 hours ago

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Qualifications

Experience in private banking or relationship management with high net-worth clients.
Existing portfolio of clients within wealth management.
Knowledge of wealth structuring and investment advisory processes.
Ability to attract new clients and build long-term relationships.

Responsibilities

Build strong relationships with LATAM clients and attract new business.
Maintain and grow a portfolio of high-net-worth clients.
Ensure wealth structuring and service processes are efficient and compliant.
Provide strategic advice to clients and coordinate with investment teams.
Manage client communications and prepare client reports for internal teams.

Skills

Relationship management

Private banking

Wealth management

Portfolio management

Communication skills

Job description

Title: Senior Relationship Manager – LATAM Clients

Date: 14th October 2026

Our client is looking for a Senior Relationship Manager, focusing on Latin American market to provide support, advice, and a strategic approach to high net-worth clients. The individual would lead the sales and business performance and help to effectively manage client portfolios.

Duties Include:

To be able to build strong relationships and attract new clients with private banking and wealth management needs to the group.
To have an existing portfolio of clients.
Ensure that efficient service and wealth structuring systems are in place.
Provide advice to high-net-worth individuals, senior management, and support staff.
Manage the relationship with clients, investment managers, and senior colleagues.
Prepare business reports which can be distributed to the investment management.
Manage risks in a timely manner by following the firm's and external regulatory standards.
Be abreast of competition, market, and client activities.
Provide clients with all the updated market information and conduct an analysis based on the information obtained.

The preferred candidate will ideally have a private banking or relationship management background and demonstrate an opening of understanding of how to deal with high-net-worth individuals on a daily basis. You should also possess excellent communication and interpersonal skills as well as be able to interact at all levels of business effectively.

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