FOR OUR CLIENT, A SWISS PRIVATE BANK, LEADER IN THE LATAM REGION, WE ARE LOOKING FOR A
SENIOR PRIVATE BANKER - MEXICO
POSITION BASED IN ZURICH OR GENEVA, TEAM WELCOMED
Responsibilities:
Prospecting and acquiring new clients and new assets of U/HNWI private clients from the Mexican market
Advising both existing as well as new clients on all aspects of their financial needs
Closely monitoring the financial markets and the trends in the field of international wealth management
Define and execute a business plan based on the team's clientele and network of relations
Minimum Requirements:
Currently working in a bank, an EAM, a multi-family office or a financial institute
Minimum 5 years in a similar position
Currently managing and owning a portfolio of private clients
Long and successful track record in advising and looking after private clients in the Mexican market
Very good knowledge of products, services, global compliance aspects and financial markets
Swiss National or valid C Permit
Teams specialized on specific markets are welcomed
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