SENIOR PRIVATE BANKER - MEXICO
FOR OUR CLIENT, A SWISS PRIVATE BANK, LEADER IN THE LATAM REGION, WE ARE LOOKING FOR A
SENIOR PRIVATE BANKER - MEXICO
POSITION BASED IN ZURICHOR GENEVA, TEAM WELCOMED
• 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
• 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
About the company
