Senior Client Relationship Manager/Partner
Esfera Wealth AG is a Swiss-regulated wealth management boutique founded in 2010, today proudly led by its second generation. We specialize in serving high-net-worth individuals and families from Latin America, combining Swiss precision, global reach, and deep cultural connection.
Our philosophy – Build. Protect. Connect. – reflects how we help clients build their wealth with innovative investment mandates, protect it through optimal structuring, and connect it to meaning through initiatives like the NextGen Academy.
Role Overview
We are looking for a Senior Client Relationship Manager to join our Zurich team. At Esfera Wealth, we believe success comes from being both a great human being and an exceptional professional.
The right candidate will bring not only outstanding expertise in wealth management but also integrity, empathy, and a long-term vision for client relationships. We seek someone with an established book of clients who values a boutique environment where independence, creativity, and client trust are at the center.
Key Responsibilities
* Manage and grow long-term relationships with high-net-worth and ultra-high-net-worth clients, primarily from Latin America.
* Refer clients to trusted specialists for wealth structuring, succession planning, and cross-border strategies.
* Serve as the trusted first point of contact for clients, ensuring discretion, care, and proactive service.
* Leverage Esfera Wealth’s expert network across banking, legal, real estate, and entrepreneurship to deliver comprehensive solutions.
* Represent Esfera Wealth at events, conferences, and networking activities in Zurich and internationally (Zürich, Mexico City, Panama, and beyond).
Requirements
* Existing book of clients and strong network of HNWIs/UHNWIs, ideally with focus in Latin America and the Iberian Region.
* Deep understanding of wealth management and cross-border solutions.
* Fluency in Spanish and English (German and/or Portuguese are an advantage).
* Entrepreneurial mindset with the ability to thrive in a boutique environment.
What We Offer
* A platform to enhance your creativity and create a legacy with your clients.
* The possibility to grow into a partner-level role and participate in the long-term success of the firm.
* The independence and flexibility of a boutique firm, with the resources and credibility of being part of the Aquila Group, Switzerland’s largest independent wealth management network.
* Competitive compensation with entrepreneurial upside.
* An environment that values both professional excellence and human values.
* Karrierestufe: Management
#J-18808-Ljbffr