Banker Latam SSA
CBP - SSA Zurichonsite
Posted today · via Workday
About this role
Banker Latam SSA Country: Switzerland Responsibilities The Private Banker is responsible for delivering high-level and superior service to a portfolio of 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 will be responsible for the following: 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.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in CBP - SSA Zurich. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
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