Aktuelle Jobs im Zusammenhang mit Investment Advisor, Wealth, Latam - Zürich, Zürich - Jigsaw Financial
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Zürich, Zürich, Schweiz eFinancialCareers VollzeitThriving in a Thriving BusinessThe bank continues to enjoy exceptional growth, so this is an opportunity to join a dynamic and expanding business.Based in a global financial hub, 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...
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Investment Advisor, Wealth, Latam
vor 3 Monaten
A leading European Private Bank with an entrepreneurial culture is looking for a technical relationship manager to own clients in Latin America.
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
