Wealth Management Specialist for Latin America

vor 2 Wochen


Zurich, Schweiz eFinancialCareers Vollzeit
About the Role

This is an exceptional opportunity to join a thriving Wealth Management business in Zurich.

As a Wealth Management Specialist for Latin America, you will manage and advise clients across Public and Private Asset classes, ensuring their portfolios achieve optimal returns.

You will act as a technical expert on investments, advising and counselling clients, creating compelling thought leadership content and market updates.

Key Responsibilities
  • Manage existing client relationships and contribute to the growth of the business in the region.
  • Develop and implement investment strategies tailored to clients' needs and goals.
  • Maintain strong knowledge of the LatAm Wealth Management market.
  • Cultivate excellent written and spoken communication skills to effectively engage with clients.
Requirements
  • Experience in a technical Wealth Management relationship role.
  • Strong understanding of the LatAm Wealth Management market.
  • Excellent language skills.
  • Ability to work independently and as part of a team.
Salary Information

The estimated annual salary for this position is approximately 120,000 EUR.



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