RM / TL / IC for Latin America # 064297Schweiz-Switzerland - Region Zurich-Zürich |   Vollzeit | Private Banking and Wealth Management | 

Stellen ID

 064297Relationship Management / Client Service AdvisoryEnglish

We Offer

 

As a company with a long banking tradition and a leading player in many key   markets we are aiming to expand our footprint with professionals who bring new perspectives.

 

Thus, Credit Suisse Private Banking Latin America (LatAm) is looking for a highly qualified candidates for the HNWI/UHNWI segment with a strong network and knowledge of the covered market and fulfilling any of the below mentioned profiles:

 

• Relationship Manager/RM Team Leader


• Wealth Planner


• Investment Consultant

 

Working as a one of our key team players we offer:

• A challenging front–office role as senior partner in managing client relationships, providing comprehensive advice and a broad range of investment products and services tailored to the complex needs of high-net-worth individuals whilst working toward specific individual, team and market asset and revenue targets


• Market leading products, tailored solutions and services supported by a holistic advisory approach for high and ultra-high net worth clients


• Best-in-class specialist knowledge and product expertise in developing solutions for clients in the creation, management and transfer of their wealth


• Reputation as an agile and entrepreneurial world class Swiss Private Bank and the opportunity to serve as a brand ambassador


• Integrated “OneBank” business model which fosters collaboration between internal divisions, teams and specialists to deliver cross selling opportunities, especially between Investment Banking and Private Banking


• Continuous professional career development in a world leading bank

 

You Offer

 

• Outstanding industry personal and professional network within HNW/UHNW for the relevant market to support our growth strategy and to push the development agenda for revenue, NNA and SGC (Single Global Currency)


• Proven track record of relevant experience in a client acquisition and management of wealth for clients


• Depending on the seniority of the role to be filled, the years of experience required in one of the roles for Latin America (LatAm) market will vary starting from 3-5 years for a junior role reaching up to 7 years or more for a senior position


• Strong financial product and technical competence in the understanding, development and delivery of holistic wealth planning solutions to clients including the digital banking solutions


• First class presentation and communication skills; able to listen, guide and influence internal and external stakeholders


• Drive and motivation to work in a target driven and high performance culture


• Entrepreneurial and innovative approach in the identification of business opportunities


• Highest professional work ethic and standards, decisiveness, innovative thinking and ability to cope under pressure


• High level of professional and personal integrity and compliance standards ensuring all work activities are performed in line with internal and external guidelines and regulatory policies


• For the team leader role: ability to hire and build a high performing team; to manage the team dynamics, to mentor, coach and motivate Relationship Managers, thereby supporting their professional development; capability to lead and inspire people


• MBA or degree from a university or an institute of higher education


• Fluency in English as well as in the native language spoken by the clients to be covered for the Latin America (LatAm)   market