Die KI-Suchmaschine für Jobs
Private Banker - Executive Advisor(m/w/x)
Beschreibung
You will act as a trusted advisor for high-net-worth clients, combining strategic business development in LATAM with tailored financial planning to grow and protect client assets.
Lass KI die perfekten Jobs für dich finden!
Lade deinen CV hoch und die Nejo-KI findet passende Stellenangebote für dich.
Anforderungen
- •Ability to develop relationships in LATAM
- •Degree in Economics, Finance, or equivalent
- •10-15 years Private Banking experience
- •Track record in business development
- •Understanding of LATAM wealth management
- •Sales and business development skills
- •Interpersonal, communication, and organizational skills
- •Understanding of investment and pension products
- •High ethical and corporate work standards
Ausbildung
Berufserfahrung
10 - 15 Jahre
Aufgaben
- •Manage and retain relationships with high-net-worth individuals
- •Expand assets under management through proactive networking
- •Acquire new affluent clients via strategic prospecting
- •Provide tailored banking and asset management solutions
- •Deliver personalized wealth and pension planning guidance
- •Coordinate with internal teams for seamless service delivery
- •Identify and capitalize on growth opportunities in LATAM
- •Build strategic relationships with local and group institutions
- •Monitor wealth management regulations and market dynamics
- •Analyze investment opportunities and regional economic trends
- •Interpret corporate financial statements and macroeconomic data
- •Ensure compliance with all regulations and internal policies
- •Maintain high standards of risk awareness and ethics
Sprachen
Englisch – verhandlungssicher
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Jobs in der Nähe entdecken
Private Banker - Executive Advisor(m/w/x)
Die KI-Suchmaschine für Jobs
Beschreibung
You will act as a trusted advisor for high-net-worth clients, combining strategic business development in LATAM with tailored financial planning to grow and protect client assets.
Lass KI die perfekten Jobs für dich finden!
Lade deinen CV hoch und die Nejo-KI findet passende Stellenangebote für dich.
Anforderungen
- •Ability to develop relationships in LATAM
- •Degree in Economics, Finance, or equivalent
- •10-15 years Private Banking experience
- •Track record in business development
- •Understanding of LATAM wealth management
- •Sales and business development skills
- •Interpersonal, communication, and organizational skills
- •Understanding of investment and pension products
- •High ethical and corporate work standards
Ausbildung
Berufserfahrung
10 - 15 Jahre
Aufgaben
- •Manage and retain relationships with high-net-worth individuals
- •Expand assets under management through proactive networking
- •Acquire new affluent clients via strategic prospecting
- •Provide tailored banking and asset management solutions
- •Deliver personalized wealth and pension planning guidance
- •Coordinate with internal teams for seamless service delivery
- •Identify and capitalize on growth opportunities in LATAM
- •Build strategic relationships with local and group institutions
- •Monitor wealth management regulations and market dynamics
- •Analyze investment opportunities and regional economic trends
- •Interpret corporate financial statements and macroeconomic data
- •Ensure compliance with all regulations and internal policies
- •Maintain high standards of risk awareness and ethics
Sprachen
Englisch – verhandlungssicher
Über das Unternehmen
SSA Swiss Advisors AG
Branche
FinancialServices
Beschreibung
SSA Swiss Advisors AG is a company focused on delivering high-level and superior service to High-Net-Worth (HNW) clients, expanding and retaining relationships, and acquiring new affluent clients.
- Barclays Bank SA/UAE
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Vollzeitnur vor OrtBerufserfahrenGenf - 9705 Barclays Bank SA/UAE
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Vollzeitnur vor OrtManagementGenf - Lombard Odier
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Vollzeitnur vor OrtSeniorGenf - Deutsche Bank (Suisse) SA
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Vollzeitnur vor OrtBerufserfahrenGenf - 100 Banque Lombard Odier & Cie SA
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Vollzeitnur vor OrtSeniorGenf