Private Banker – Spanish Markets – Lugano

FINCO Search

Title: Private Banker – Iberian / Spanish Markets
Contract type: Permanent
Salary: Competitive
Location: Lugano, Switzerland

FINCO Search is working with a mature and multi faceted private bank in Switzerland looking to grow out their existing private client (hnw/uhnwi) base in the Iberian/Spanish region through the addition of a private banker/relationship manager.

Duties & Responsibilities 

  • Establish, maintain and grow a client base across HNW and UHNW individuals in the Spanish / Spain markets
  • Offer financial advisory/investment advice to private clients (HNW / UHNW) in the region
  • Actively grow AUM figures and market penetration in the region by marketing the bank and its service offering to new and existing clients
  • Work closely with the head of private banking on new market segments, targets and business development
  • Meet with clients to actively engage and develop new business lines for the bank, increasing both assets under management and the service offering attached to this
  • Keep the bank in line with internal and external compliance framework at all times


  • 5+ years’ worth of experience as a private banker/ senior relationship manager at an established private bank or wealth management firm
  • Established book of clients in the Spanish / Iberian market
  • A transferable portfolio of private client accounts (HNW/UHNW) that can be onboarded
  • A non-inherited and self built book
  • Fluency in Spanish is critical with solid/fluent level English
  • Solid understanding of investment strategy/advice across numerous asset classes

Please contact Jonathan Margrave:
Tel: +44 (0)203 927 5080

We work with our licensed Swiss partner Accurity GmbH on all Swiss placements and all candidate applications/data is handled in accordance with Swiss law

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