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Investment Advisor, Private Banking, LATAM Clients, Geneva

vor 23 Minuten


Genf, Genf, Schweiz Delta Executive Search Vollzeit

Our client, a Tier 1 Private Bank, is seeking an experienced Investment Advisor to join their Geneva-based team, with a dedicated focus on servicing LATAM clients, delivering high-quality investment solutions, and supporting bankers covering the Latin American market

Key Responsibilities:

  • Support Relationship Managers who cover the LATAM market by providing investment-led insights, portfolio reviews, and market updates
  • Deliver tailored investment strategies for LATAM HNW/UHNW clients, ensuring suitability and performance alignment
  • Provide top-tier holistic multi-asset investment advice to the LATAM U/HNW private banking clients

Requirements:

  • Fluency in English required, fluency in Spanish/Portuguese preferred
  • At least 6+ years of experience in investment management/advisory, wealth management, or private banking
  • Demonstrated ability to manage discretionary and advisory portfolios for HNW/UHNW clients
  • Strong understanding of the LATAM market
  • Technical expertise in multi-asset portfolio construction, advisory, market analysis, and risk management
  • CFA, or equivalent qualifications preferred (or in progress)