Senior Client Relationship Manager Latam/Partner

Company Description

Esfera Wealth is a FINMA-regulated Swiss wealth management boutique established in 2015, focused on HNWIs, entrepreneurs and families from Latin America.

Our philosophy is built around three core areas: Invest, Protect, Connect. We help clients manage and invest their wealth, protect their assets and legacy, and connect them with the right specialists and opportunities.

We are building a Swiss hub for Latin American families, where Esfera Wealth is part of a broader ecosystem of trusted specialists. Beyond wealth management, our clients gain access to experts across finance, legal, real estate, insurance and lifestyle, creating a trusted network for their needs in Switzerland and internationally.

Role Description

This is a full-time hybrid role for a Senior Client Relationship Manager – Latam, based in Zurich with opportunities to work remotely. The role involves managing and growing relationships with high-net-worth clients from the Latam region, providing tailored wealth management and investment advisory services. Responsibilities include portfolio management, business development, and collaborating with internal and external partners to deliver customized financial solutions.

Bringing an existing book of high-net-worth clients is a mandatory requirement. The ideal candidate has a proven track record in client acquisition, relationship management, and wealth management within the Latam market.

Qualifications

• The ideal candidate must have an established portfolio of HNW/UHNW clients and the ability to bring and progressively transfer an existing client book to Esfera Wealth.
• Strong expertise in Client Relationship Management, Wealth Management, and Client Retention
• Proficiency in Investment Advisory, Portfolio Management, and Financial Planning
• Native or fluent Spanish skills; fluency in English or German is required
• Deep understanding of the Latam market, including cultural nuances and financial regulations
• Excellent interpersonal and communication abilities
• Proven track record of building and maintaining long-term relationships with high-net-worth clients
• Ability to work in a hybrid setting, combining on-site responsibilities in Zurich with remote tasks
• Bachelor's or Master's degree in Finance, Business Administration, Economics, or a related field
• Relevant certifications (e.g., CFA, CAIA) would be a significant advantage