Relationship manager - latam

Job Overview

We are a Zurich-based independent External Asset Manager specializing in the management and advisory of HNWI-/UHNWI-clients from the LATAM region. Our firm combines entrepreneurial freedom with a robust investment and operational platform, enabling Relationship Managers to grow their business with strong institutional support.

• Manage and develop an existing portfolio of HNWI-/UHNWI-clients across the LATAM region.
• Acquire new clients onto the EAM platform and expand your network through business development initiatives.
• Deliver tailored wealth management and investment solutions in collaboration with internal specialists and leading custodian banks.
• Build long-term, trusted client relationships based on exceptional service and advice.
• Contribute to the continued growth and success of the firm through an entrepreneurial mindset.

• Several years of experience as a Relationship Manager, Private Banker, or Wealth Manager.
• Proven track record in serving HNW/UHNW clients in the LATAM market.
• Established and transferable client book.
• Strong entrepreneurial drive and business development skills.
• Excellent interpersonal and relationship management capabilities.
• Fluency in Spanish and English is essential;
  Portuguese and/or German are considered an advantage.

• Wide coverage of LATAM clients.
• Uncapped performance-based bonus.
• Opportunity to join a well‑established, independent External Asset Manager in Zurich.
• Highly entrepreneurial environment with significant autonomy and flexibility.
• Comprehensive support throughout the client book transition process.
• Access to a professional investment platform, experienced operations team, and first‑class infrastructure.
• Collaboration with leading international custodian banks.
• An attractive compensation package featuring an uncapped performance‑based bonus, allowing you to fully participate in the success you generate.
• A collaborative culture with flat hierarchies, fast decision‑making, and long‑term growth opportunities.