Job Overview 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.
Responsibilities
Manage and develop an existing portfolio of HNWI-/UHNWI-clients across the LATAM region.
Acquire new clients onto the EAM platform 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.
Qualifications
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.
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.
Benefits
Wide coverage of LATAM clients.
Uncapped performance-based bonus.
Opportunity to join a well‑established, independent External Asset Manager in Zurich.
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.
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Responsibilities
Manage and develop an existing portfolio of HNWI-/UHNWI-clients across the LATAM region.
Acquire new clients onto the EAM platform 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.
Qualifications
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.
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.
Benefits
Wide coverage of LATAM clients.
Uncapped performance-based bonus.
Opportunity to join a well‑established, independent External Asset Manager in Zurich.
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.
#J-18808-Ljbffr
Relationship manager - latam Arbeitgeber: Linkfinance
Als Arbeitgeber bieten wir Ihnen die Möglichkeit, Teil einer wachsenden und dynamischen Investmentplattform zu werden, in der Sie direkten Einfluss auf die Kapitalbeschaffungsstrategie haben. Unsere Unternehmenskultur fördert unternehmerisches Denken und bietet Ihnen die Autonomie, die Sie benötigen, um erfolgreich zu sein. Darüber hinaus profitieren Sie von einer wettbewerbsfähigen Vergütung, die an Ihre Leistung gekoppelt ist, sowie von umfangreichen Möglichkeiten zur beruflichen Weiterentwicklung.
