Senior Private Banker - LatAm

Role OverviewAs a senior private banker, you will be responsible for acquiring, advising, and growing ultra-high-net-worth (UHNW) and high-net-worth (HNW) clients from Latin America. Based in Zurich, you will serve as a trusted advisor to wealthy families, entrepreneurs, and family offices, delivering holistic wealth management solutions while ensuring long-term relationship value. At ED/MD level, you are expected to lead business origination, mentor junior bankers, and represent the LATAM market within the firm’s senior leadership.Key ResponsibilitiesClient Acquisition & Relationship ManagementBuild and manage a portfolio of UHNW/HNW clients and family offices from Latin America.Act as a trusted advisor, providing bespoke wealth management, investment, lending, and wealth planning solutions.Develop deep, multi-generational relationships with client families.Wealth & Investment AdvisoryDeliver tailored portfolio strategies, discretionary mandates, and alternative investment opportunities.Provide guidance on succession planning, tax and estate structuring (in partnership with specialists).Coordinate cross-border solutions, leveraging Zurich as an international wealth hub.Business Growth & LeadershipDrive revenue growth and profitability in the LATAM private banking business.Lead origination initiatives, represent LATAM in senior management forums, and contribute to overall strategy.Mentor and develop junior relationship managers and assistants.Governance & ComplianceEnsure adherence to Swiss, local, and international regulatory standards.Maintain the highest standards of risk management, ethics, and fiduciary duty.Act as a senior escalation point for client or compliance matters.Qualifications & Experience12–15+ years of experience in private banking/wealth management with a focus on LATAM clients.Proven track record of business origination and management of UHNW/HNW client portfolios.In-depth understanding of wealth management products, investment solutions, and family governance structures.Excellent cross-cultural communication and relationship skills.Fluency in Spanish and/or Portuguese and English; additional languages are a plus.