Are you a people person? Do you know how to give superior investment advice that grows client wealth? We’re looking for someone like that who can :
develop and maintain trustworthy client partnerships with the main focus on strategic advice
implement a quantitative prospect development plan with measurable actions
define advisory processes and agreements that best meet our clients’ needs, in cooperation with the Investment Advisor
provide high-quality investment options for clients, working closely with team members and specialists from other areas
grow local market network by referrals and by identifying new prospects
make sure clients are managed in a manner that contributes to an effective risk culture on the team
You’ll be working in the Wealth Management team in Panama
Your experience and skills
You have :
several years of experience in wealth management
expertise with financial products and services
a proven record finding solutions for clients
You are :
an expert at building networks and connections (people want to know you)
extremely organized, with great planning skills and efficient time management
an excellent communicator, with great presentation skills
fluent in English and Spanish
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions.
That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?
What we offer
Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment.
We value your passion and commitment, and reward your performance.
Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).