Senior Relationship Manager — Brazil

**Title:** Senior Relationship Manager Brazil

**Location:** Zurich or Geneva

Position Overview

The **Senior Relationship Manager** is responsible for acquiring, developing, and managing a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals **based in Brazil**, serving as a trusted advisor by providing comprehensive private banking services and tailored financial solutions.

Key Responsibilities

• Develop and expand a personal client network, especially within the **Brazil** market.
• Act as a strategic advisor, offering integrated wealth management solutions across investments, lending, and estate planning.
• Deliver full-service banking and facilitate all client transactions, collaborating with product specialists as needed.
• Proactively identify business development opportunities and generate new leads through networking and referrals.
• Provide consistent, high-value advice with a focus on long-term relationships and client satisfaction.
• Maintain rigorous compliance with internal policies and regulatory guidelines, including **KYC and AML** standards.
• Mentor junior staff, contribute to team goals, and share best practices within the organization.

Core Requirements

• University degree in finance, banking, or a related field; advanced education or certifications preferred.
• Proven track record of at least **7–10 years** in private banking, with a strong portfolio of **HNW/UHNW clients in Brazil**.
• Deep knowledge of financial markets, investment products, and regulatory topics.
• Outstanding interpersonal, communication, and negotiation skills, with fluency in **English and Portuguese**; French or Swiss German considered a plus.
• Demonstrated entrepreneurial drive, with experience in both client acquisition ("hunter") and client retention ("farmer") roles.
• **Swiss residency or valid permit** highly desirable; cross-border experience an advantage.

Essential Competencies

• Business acumen with a robust local network and a client-focused, ethical approach.
• Ability to leverage internal experts and resources for holistic client solutions.
• Strong compliance awareness and attention to detail.
• High motivation, team spirit, and adaptability in a dynamic and demanding environment.

What Our Client Offer

• Advanced workplace infrastructure, collaborative spaces, and diverse teams.
• Opportunities for career progression in a client-focused, entrepreneurial setting.
• Competitive compensation, benefits, and ongoing professional development.

Compensation

Compensation is highly competitive and structured according to seniority, experience, and the business plan presented (AUM, NNM, and client portfolio).