413 days ago on tas-creditsuisse.taleo.net

RM / TL / IC for Latin America

Credit Suisse AG

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RM / TL / IC for Latin America

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

Stellen ID

  064297 English

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