More jobs:
Investment Advisor, Private Banking, LATAM Clients
Job in
Geneva, Switzerland
Listed on 2026-01-14
Listing for:
Delta Executive Search
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
Investment Advisor, Private Banking, LATAM Clients, Geneva
Our client, a Tier 1 Private Bank, is seeking an experienced Investment Advisor to join their Geneva-based team, with a dedicated focus on servicing LATAM clients, delivering high-quality investment solutions, and supporting bankers covering the Latin American market.
Key Responsibilities- Support Relationship Managers who cover the LATAM market by providing investment-led insights, portfolio reviews, and market updates
- Deliver tailored investment strategies for LATAM HNW/UHNW clients, ensuring suitability and performance alignment
- Provide top-tier holistic multi-asset investment advice to the LATAM U/HNW private banking clients
- Fluency in English required, fluency in Spanish/Portuguese preferred
- At least 6+ years of experience in investment management/advisory, wealth management, or private banking
- Demonstrated ability to manage discretionary and advisory portfolios for HNW/UHNW clients
- Strong understanding of the LATAM market
- Technical expertise in multi-asset portfolio construction, advisory, market analysis, and risk management
- CFA, or equivalent qualifications preferred (or in progress)
Not Applicable
Employment TypeFull-time
Job FunctionFinance
IndustriesInvestment Banking and Investment Management
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