Private Banker (M/F)

Description

Job Summary: We are seeking a Private Banker to manage and develop a private banking client portfolio in Latin America, delivering comprehensive financial advisory services and acquiring new wealth. Key Highlights: 1. Management and development of UHNWI client portfolios in Latin America 2. Comprehensive financial advisory services and wealth planning strategies 3. High-performance international environment with strong institutional backing ### **About Us** The latent transformation at the heart of renewable energy: your talent. At Worldwide Recruitment Energy, a recruitment consultancy specializing in the renewable energy sector, we have successfully connected hundreds of professionals with a wide range of companies worldwide. With offices in Spain, Italy, France, Mexico, and Brazil, we lead the sector by attracting talent for Investment Funds, Portfolio Companies, Independent Power Producers (IPPs), Developers, Consultants, Utilities, Equipment Manufacturers, EPC Contractors, and O\&M companies across Solar PV, Onshore Wind, Offshore Wind, Biomass, Hydropower, Energy Efficiency, Energy Storage, and Hydrogen. As a **Private Banker**, you will join a financial institution with over 100 years of history and deep-rooted presence in Latin America. With a business model grounded in stability, trust, and personalized advisory services, we offer a high-performance international environment where the Private Banker benefits from a robust balance sheet and a top-tier product platform. ### **Responsibilities** **Main Responsibilities:** * Manage and develop a private banking client portfolio in Latin America, primarily serving entrepreneurial families and UHNWIs. * Provide comprehensive financial advisory services across equities, fixed income, structured products, foreign exchange, and alternative investments. * Identify business opportunities and acquire new wealth (New Money) within the region. * Design international wealth, succession, and tax planning strategies for clients with cross-border interests. * Coordinate with investment teams and trading desks to execute complex transactions. * Maintain up-to-date knowledge of economic, political, and regulatory developments in both Europe and key LATAM markets. * Ensure compliance with anti-money laundering (AML) regulations and international compliance standards. ### **Requirements** **Experience:** * Minimum 5–10 years of client-facing experience in Private Banking, Family Office, or Wealth Management. * Demonstrable experience serving Latin American clients from European hubs (Spain, Switzerland, Luxembourg), Latin American hubs (Venezuela, Mexico, Panama), or Miami. Any of these locations will be considered favorably. **Education:** * Bachelor’s degree or higher in Business Administration, Economics, Finance, or Law. * Master’s degree in Private Banking, Finance, or MBA (strongly preferred). * Professional certifications: CFA, CAIA, CIIA, or EFA (European Financial Advisor) will be highly valued. **Languages:** * Native Spanish (essential for client interaction). * English (C1/C2\) required for market analysis and collaboration with international teams. **Technical Knowledge:** * Expertise in advising on international markets. * In-depth knowledge of international taxation and financial centers (Switzerland, Spain, USA). * Proficiency in portfolio management tools and Bloomberg / Reuters platforms. **Skills and Competencies:** * Strong networking ability and capacity to build trust in high-pressure environments. * Results-oriented mindset and goal-driven work approach. * Exceptional communication and interpersonal skills. * Integrity, professional ethics, and full alignment with the highest compliance standards. * Willingness to travel occasionally to Latin America. **Employment Terms:** * Permanent contract with a competitive remuneration package (base salary \+ performance- and acquisition-linked variable compensation). * Professional career development plan within a growing institution. * Multicultural, high-performance work environment