Esfera Wealth AG is a FINMA-regulated Swiss wealth management boutique specializing in serving high-net-worth clients across Latin America. Guided by its philosophy of Invest, Protect, and Connect , the firm provides independent wealth management and advisory services tailored to each client's needs.
Headquartered in Zurich, Esfera Wealth helps individuals, families, and entrepreneurs preserve, grow, and transfer wealth across generations through personalized solutions, trusted advice, and a strong international network.
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 coll...