Senior Relationship Manager – LATAM Clients

Altus Search Ltd

Zürich

On-site

CHF 90,000 - 120,000

Full time

2 days ago
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Job summary

Altus Search Ltd in Zurich seeks a Senior Relationship Manager focusing on the Latin American market to support high net-worth clients with strategic advice and portfolio leadership.

The role requires building strong client relationships, managing portfolios and risk in line with regulatory standards, and communicating market insights to clients and stakeholders.

Qualifications

  • Senior relationship management experience in private banking or wealth management.
  • Proven ability to manage high-net-worth clients.
  • Excellent communication and interpersonal skills.
  • Experience with Latin American markets is a plus.

Responsibilities

  • Build strong relationships and attract new private banking clients.
  • Maintain an existing portfolio of clients.
  • Ensure efficient service and wealth structuring processes.
  • Advise high-net-worth individuals and senior management.
  • Manage relationships with clients, investment managers, and colleagues.
  • Prepare business reports for distribution to investment management.
  • Manage risks in line with regulatory standards.
  • Monitor competition, market activity and client activities.
  • Provide clients with updated market information and conduct analysis.

Job description

Ref: 267ASISWPB
Title: Senior Relationship Manager – LATAM Clients
Location: Zurich, Switzerland
Salary: Attractive
Date: 12th 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 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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