Team Head Latam & Iberia Investment Advisory, Zürich-based, 100% (f/m/d)

Julius Baer

Zurich, Switzerland
Investment advisory for latam & iberia
Lead investment advisory team
Client engagement and executive presence
Lead, mentor, and develop a team of experienced investment advisors specialising in LATAM & Iberia client coverage, promoting a culture of collaboration, continuous learning, and superior client service

Job Summary

  • Lead, mentor, and develop a team of experienced investment advisors specialising in LATAM & Iberia client coverage, promoting a culture of collaboration, continuous learning, and superior client service.
  • Serve as lead advisor for top-tier LATAM & Iberia clients and prospects, crafting comprehensive, tax-efficient, and culturally attuned investment strategies aligned with complex family dynamics and intergenerational goals.
  • Act as a trusted voice of authority during high-stakes client interactions, delivering insightful, articulate, and compelling presentations.

Matching Summary

Lead, mentor, and develop a team of experienced investment advisors specialising in LATAM & Iberia client coverage, promoting a culture of collaboration, continuous learning, and superior client service.

Skills & Requirements

Must-have

  • Investment advisory for LATAM & Iberia
  • Lead investment advisory team
  • Client engagement and executive presence
  • Regional insight and thought leadership
  • Governance, risk, and operational excellence

Nice-to-have

  • Cultural understanding and linguistic fluency
  • Executive presence and emotional intelligence
  • Intellectual depth and curiosity
  • Resilient and solution-oriented

Key Requirements

  • University degree in Finance, Economics, Business Administration
  • Minimum 12+ years of relevant experience
  • Proven track record in leading investment advisory teams
  • Native or near-native proficiency in Spanish
  • Full professional command of English

Work Rights

Eligible to work in Switzerland

Tailored Resume

Cover Letter