Beschreibung

Key Responsibilities:

• Develop and manage a portfolio of Latin American HNW and UHNW clients, delivering tailored wealth management solutions
• Cultivate new client relationships through your personal network, referrals and targeted prospecting.
• Collaborate closely with internal investment specialists, tax/legal experts and external advisors to deliver holistic advisory services
• Ensure full compliance with regulatory requirements (incl. cross-border rules) and internal policies
• Act as a trusted long-term advisor to clients and their families, with a strong focus on capital preservation, succession planning and international diversification

Your Profile:

• Proven track record (minimum 10 - 15years) as a private banker or relationship manager focused on LATAM clients
• Strong personal network of HNW/ UHNW individuals and family offices in key Latin American markets
• Deep understanding of wealth management, private banking products and investment advisory services
• Entrepreneurial mindset with a long-term view, strong client orientation and cultural sensitivity
• Fluency in Spanish and/ or Portuguese, with business-level English

What's Offered:

• Access to a boutique and stable Swiss platform with a strong balance sheet, high capital adequacy and full family ownership
• Tailored investment solutions and open-architecture product offering
• International exposure and strong internal support
• High degree of autonomy and discretion
• Competitive compensation with attractive variable upside

If you are an experienced private banker with deep roots in the Latin American market and a passion for independent, client-centric advisory we would be delighted to hear from you.

Please do not hesitate to get in touch with Stefan Niederer. Send him your full records (CV, Reference letters and Diploma) by email to sniederer@freestar.ch. For further information about this position, feel free to contact him via +41 41 784 18 86.