LATAM Private Banker — Zurich Cross-Border Wealth

Redstone Search; Philippines; Remote; PHP 9.091.000 - 14.394.000; Vollzeit

Zusammenfassung

Redstone Private Banking Search is seeking a seasoned Private Banker to cover LATAM clients from Brazil, Mexico, Argentina, and Uruguay. The role emphasizes high-net-worth client management, bespoke wealth solutions, and cross-border advisory in a Zurich-based environment.

Based in Switzerland with international travel as needed, the successful candidate will leverage an extensive LATAM network to grow AuM and work closely with product specialists and compliance teams to deliver bespoke

Qualifikationen

• 5–10 years of experience as a Private Banker or Relationship Manager serving LATAM clients.
• Strong network and proven ability to develop business across Brazil, Mexico, Argentina, and/or Uruguay.
• Ability to manage complex cross-border client relationships and deliver tailored investment solutions.
• Fluent in LATAM market language and English; Swiss/EU passport or eligibility to work in Switzerland.

Aufgaben

• Manage and grow a portfolio of high-net-worth LATAM clients (Brazil, Mexico, Argentina, Uruguay).
• Provide tailored wealth management advice, including discretionary mandates, succession planning, and credit structuring.
• Leverage LATAM network to acquire clients and assets under management.

Kenntnisse

Relationship Management

Business Development

LATAM Market

Cross-Border Advisory

Networking

Ausbildung

Finance/Business Degree

Jobbeschreibung

Redstone Private Banking Search is seeking a seasoned Private Banker to cover LATAM clients from Brazil, Mexico, Argentina, and Uruguay. The role emphasizes high-net-worth client management, bespoke wealth solutions, and cross-border advisory in a Zurich-based environment.

Based in Switzerland with international travel as needed, the successful candidate will leverage an extensive LATAM network to grow AuM and work closely with product specialists and compliance teams to deliver bespoke