Barclays Bank SA/UAE
Private Banking Executive(m/w/x)
Full-timeOn-siteExperienced
Genf
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SS
SSA Swiss Advisors AGPrivate Banker - Executive Advisor(m/w/x)
Genf
Full-timeOn-siteSenior
Description
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.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
Requirements
- •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
Education
Bachelor's degree
Work Experience
10 - 15 years
Tasks
- •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
Languages
English – Business Fluent
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of SSA Swiss Advisors AG and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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SS
SSA Swiss Advisors AGPrivate Banker - Executive Advisor(m/w/x)
Genf
Full-timeOn-siteSenior
New Job?Nejo!
The AI Job Search Engine
Description
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.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
Requirements
- •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
Education
Bachelor's degree
Work Experience
10 - 15 years
Tasks
- •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
Languages
English – Business Fluent
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of SSA Swiss Advisors AG and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
About the Company
SSA Swiss Advisors AG
Industry
FinancialServices
Description
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.
Not a perfect match?
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