Private Banker; Peru and Ecuador) BSISA

Country:
Switzerland

The Private Banker is responsible for delivering high-level and superior service to a portfolio of High-Net-Worth (HNW) 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 requires a strong ability to penetrate and develop relationships in key geographic markets, particularly Peru and Ecuador, as well as other relevant high-growth wealth areas in the Andean region. The Banker will also work closely with local group entities to leverage internal networks and strengthen business development efforts.

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 wealth planning guidance, including pension financial planning strategies.
• Facilitate seamless interactions between clients and internal teams to deliver an exceptional service experience.

Business Development & Market Focus:

• Identify and capitalize on opportunities in the Peruvian and Ecuadorian wealth management markets.
• Develop strategic relationships with local institutions and entities within the bank’s group to enhance market penetration.
• Maintain a deep understanding of the Peruvian and Ecuadorian wealth management landscapes, including evolving regulatory and market dynamics.
• Leverage insights into regional economic trends to drive targeted business growth.

Investment & Financial Analysis:

• Analyze investment opportunities and market trends to provide informed recommendations to clients.
• Review and interpret corporate financial statements, macroeconomic trends, and other relevant data to support client decision-making.
• Stay up to date with global economic developments that could impact client portfolios.

Collaboration & Internal Partnerships:

• Work closely with Private Wealth, Products, and Compliance teams to develop and execute market strategies.
• Ensure that cross-business synergies are fully leveraged to maximize client engagement and satisfaction.
• Contribute to the overall strategy of the Andean Zone Private Banking coverage team by sharing market intelligence and best practices.

Risk & Compliance:

• Ensure compliance with all relevant regulations and internal policies.
• Maintain high standards of risk awareness and adherence to best practices in client management.
• Promote a strong risk culture within the team by adhering to compliance frameworks and ethical standards.

Education & Experience:

• University degree in Economics, Finance, or equivalent experience in Private Banking.
• 5-10 years of experience in Private Banking/Wealth Management, with a strong focus on the the Peruvian and Ecuadorian markets.
• CMWMA certification is required. Candidates who do not hold the certification at the time of hire will be expected to obtain it within the required timeframe after joining.
• Proven track record in developing business and cultivating strong client relationships, particularly in key the Peruvian and Ecuadorian HNW and wealth management markets.

Skills &

Competencies:

• Excellent understanding of the the Peruvian and Ecuadorian wealth management industries and their key characteristics.
• Strong sales and business development skills, with the ability to grow and retain a book of business.
• Ability to build relationships with local institutions and entities within the group.
• Strong interpersonal, communication, and organizational skills.
• Deep understanding of investment products, financial markets, and pension planning.
• High ethical standards and strong corporate work ethics

Others:

• Swiss residency or willingness to relocate to Switzerland.