Banker Latam SSA

Banker Latam SSA

Country: Switzerland

Responsibilities

The Private Banker is responsible for delivering high-level and superior service to a portfolio of clients. As the primary point of contact, the Banker plays a key role in expanding and retaining existing relationships while acquiring new affluent clients.

This role will be responsible for the following:

Client Relationship Management:

› Develop, manage, and retain relationships with HNW individuals across targeted regions.

› Expand existing Assets Under Management (AUM) and establish new client relationships through proactive prospecting and networking.

› Provide tailored financial solutions, including banking, credit, asset management, investment advisory, and insurance services.

› Act as a trusted advisor, ensuring clients receive personalized wea...

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