Brazil (LatAm)ConfidentialPosted Jan 8, 2026
Senior Relationship Manager — Brazil
Zurich or Geneva, SwitzerlandDirector / Executive Director
Executive Summary
Build and develop Brazilian HNW/UHNW relationships from Switzerland, delivering compliant cross-border wealth and credit solutions.
Zurich or Geneva, SwitzerlandDirector / Executive DirectorResponse within 24hStrict confidentiality
Key Highlights
- •Executive Partners is partnering with a leading global private bank to recruit a Senior Relationship Manager for the Brazil (LatAm) region, based in Zurich or Geneva, Switzerland. This strategic role will manage and grow a portfolio of high-net-worth and ultra-high-net-worth clients, delivering bespoke wealth solutions rooted in strong fiduciary trust and international expertise.
- •Build and develop a portfolio of Brazilian private clients, acting as principal advisor in a Swiss booking environment.
- •Drive sustainable asset growth through disciplined acquisition and deepening of existing relationships.
- •Originate tailored solutions in collaboration with investment advisory, lending and structuring teams.
Overview
What you will own and drive
- •Executive Partners is partnering with a leading global private bank to recruit a Senior Relationship Manager for the Brazil (LatAm) region, based in Zurich or Geneva, Switzerland. This strategic role will manage and grow a portfolio of high-net-worth and ultra-high-net-worth clients, delivering bespoke wealth solutions rooted in strong fiduciary trust and international expertise.
- •Build and develop a portfolio of Brazilian private clients, acting as principal advisor in a Swiss booking environment.
- •Deliver holistic wealth management solutions across investments, credit, structured products and planning.
- •Work closely with internal specialists to ensure consistent, high-governance execution.
Key Responsibilities
Core objectives and execution priorities
- •Drive sustainable asset growth through disciplined acquisition and deepening of existing relationships.
- •Originate tailored solutions in collaboration with investment advisory, lending and structuring teams.
- •Maintain robust client documentation and ongoing due diligence aligned with Swiss governance expectations.
Qualifications
What we typically see in successful profiles
- •7–10+ years’ private banking experience with Brazilian clients and demonstrated portfolio growth.
- •Strong network with entrepreneurs, families and family offices; credibility in the Brazilian wealth ecosystem.
- •Strong breadth in investment and structured solutions.
- •English required; Portuguese highly advantageous.
What We Offer
Platform, support and upside
- •Swiss private banking platform with strong product and specialist support.
- •Competitive compensation aligned to revenue quality and sustainable growth.
Regulatory & Compliance
Cross-border and governance expectations
- •Operate within Swiss cross-border policies and Brazil-related constraints; documentation quality is critical.
- •Consistently apply KYC/AML, suitability and lifecycle controls.
Full Description
Complete mandate outline (confidential)
Overview
- Executive Partners is partnering with a leading global private bank to recruit a Senior Relationship Manager for the Brazil (LatAm) region, based in Zurich or Geneva, Switzerland. This strategic role will manage and grow a portfolio of high-net-worth and ultra-high-net-worth clients, delivering bespoke wealth solutions rooted in strong fiduciary trust and international expertise.
- Build and develop a portfolio of Brazilian private clients, acting as principal advisor in a Swiss booking environment.
- Deliver holistic wealth management solutions across investments, credit, structured products and planning.
- Work closely with internal specialists to ensure consistent, high-governance execution.
Key Responsibilities
- Drive sustainable asset growth through disciplined acquisition and deepening of existing relationships.
- Originate tailored solutions in collaboration with investment advisory, lending and structuring teams.
- Maintain robust client documentation and ongoing due diligence aligned with Swiss governance expectations.
Qualifications
- 7–10+ years’ private banking experience with Brazilian clients and demonstrated portfolio growth.
- Strong network with entrepreneurs, families and family offices; credibility in the Brazilian wealth ecosystem.
- Strong breadth in investment and structured solutions.
- English required; Portuguese highly advantageous.
Regulatory & Compliance
- Operate within Swiss cross-border policies and Brazil-related constraints; documentation quality is critical.
- Consistently apply KYC/AML, suitability and lifecycle controls.
What We Offer
- Swiss private banking platform with strong product and specialist support.
- Competitive compensation aligned to revenue quality and sustainable growth.
Compensation
Compensation is highly competitive and structured according to seniority, experience, and the business plan presented (AUM, NNM, and the client portfolio).
We share confidential mandates directly with qualified bankers.