Relationship Manager - LATAM

• Wide coverage of LATAM clients
• Uncaped Bonus

About Our Client ##

We are a Zurich-based independent External Asset Manager specializing in the management and advisory of HNWI-/UHNWI-clients from the LATAM region. Our firm combines entrepreneurial freedom with a robust investment and operational platform, enabling Relationship Managers to grow their business with strong institutional support.

Job Description ##

• Manage and develop an existing portfolio of HNWI-/UHNWI-clients across the LATAM region.
• Acquisition of clients onto the EAM platform.
• Acquire new clients and expand your network through business development initiatives.
• Deliver tailored wealth management and investment solutions in collaboration with internal specialists and leading custodian banks.
• Build long-term, trusted client relationships based on exceptional service and advice.
• Contribute to the continued growth and success of the firm through an entrepreneurial mindset.

The Successful Applicant ##

• Several years of experience as a Relationship Manager, Private Banker, or Wealth Manager.
• Proven track record in serving HNW/UHNW clients in the LATAM market.
• An established and transferable client book.
• Strong entrepreneurial drive and business development skills.
• Excellent interpersonal and relationship management capabilities.
• Fluency in Spanish and English is essential; Portuguese and/or German are considered an advantage.

What's on Offer ##

• The opportunity to join a well-established, independent External Asset Manager in Zurich.
• A highly entrepreneurial environment with significant autonomy and flexibility.
• Comprehensive support throughout the client book transition process.
• Access to a professional investment platform, experienced operations team, and first-class infrastructure.
• Collaboration with leading international custodian banks.
• An attractive compensation package featuring an uncapped performance-based bonus, allowing you to fully participate in the success you generate.
• A collaborative culture with flat hierarchies, fast decision-making, and long-term growth opportunities.

Quote job ref

JN-072026-7055886

Job Function

Banking & Financial Services

Specialisation

Private Banker / RM / Wealth Manager

Industry

Financial Services

Location

Zürich

Contract Type

Permanent

Job Reference

JN-072026-7055886

Job Nature

Home Office