Wealth Manager – Latin America recruitment
100% client-driven, our client boasts some of Switzerland's top private banks as custodians, and operates with complete independence in studying various alternatives for asset management. Acting as the intermediary between financial institutions, investment managers and financial service providers, they offer an unrivalled infrastructure and have established themselves as a market-leading provider of wealth management solutions to their wealthy clientele.
The opportunity is ideal for those candidates coming from a private banking background, looking to move into a more independent, flexible environment where they will be valued and rewarded as an individual - and given the capacity to operate as such. Whilst preference is given to those covering core markets (Latin America Iberia), the platform is also be suitable for wealth managers covering separate regions, and applications are welcomed.
The Role:
- Maintenance and retention of existing client relationships
- Business Development
- Expand the portfolio of HNW/UHNW clients
- Execution of client orders
- Frequent Business Travel (25%)
- Competitive Fix Salary + uncapped bonus based on NNM
Outline Requirements:
- Minimum 5 years experience within top level private banking/asset management
- Existing portfolio/strong client network
- Personable professional manner
- Proven track-record in client-relationship management acquisition
- Self-motivated, dynamic personality, with an ability to work independently
- Minimum AuM target = CHF40m/12 months
Interested applicants should send their CV (in word.doc format) + a brief covering letter to cv@albertcliff.com. One of our dedicated consultants will be happy to discuss the opening in further detail over the phone.
*All information shared is treated with strictest confidentiality/discretion, and never shared with a thrid party without express prior permission.