Banker Latam SSA
职位描述
Banker Latam SSA
Country: Switzerland
Responsibilities
The Private Banker is responsible for delivering high-level and superior service to a portfolio of clients. As the primary point of contact, the Banker plays a key role in expanding and retaining existing relationships while acquiring new affluent clients.
This role will be responsible for the following:
Client Relationship Management:
› Develop, manage, and retain relationships with HNW individuals across targeted regions.
› Expand existing Assets Under Management (AUM) and establish new client relationships through proactive prospecting and networking.
› Provide tailored financial solutions, including banking, credit, asset management, investment advisory, and insurance services.
› Act as a trusted advisor, ensuring clients receive personalized wealth planning guidance, including pension financial planning strategies.
› Facilitate seamless interactions between clients and internal teams to deliver an exceptional service experience.
Business Development & Market Focus:
› Identify and capitalize on opportunities in Latin-Americans markets.
› Maintain a deep understanding of the Latin-American wealth management landscape, including evolving regulatory and market dynamics.
› Leverage insights into regional economic trends to drive targeted business growth.
Investment & Financial Analysis:
› Analyze investment opportunities and market trends to provide informed recommendations to clients.
› Review and interpret corporate financial statements, macroeconomic trends, and other relevant data to support client decision-making.
› Stay up to date with global economic developments that could impact client portfolios.
Profile
Education & Experience:
› University degree in Economics, Finance, or equivalent experience in Private Banking.
› 5-10 years of experience in Private Banking/Wealth Management, with a strong focus on the the Latin Americans markets.
› Proven track record in developing business and cultivating strong client relationships, particularly in key the Latin American HNW and wealth management markets.
Skills & Competencies:
› Excellent understanding of the the Latin Americans wealth management industries and their key characteristics.
› Strong sales and business development skills, with the ability to grow and retain a book of business.
› Ability to build relationships with local institutions and entities within the group.
› Strong interpersonal, communication, and organizational skills.
› Deep understanding of investment products, financial markets, and pension planning.
› High ethical standards and strong corporate work ethics
公司 · Company
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