PLEION SA - Gestion De Fortune

Wealth Managers in LATAM markets – Senior and Junior

Your responsibilities

  • You develop your client portfolio in the international market, and build loyalty among existing customers
  • You analyse the clients’ assets and advise them on wealth management, investments, financial planning, amongst others
  • You analyse the performance of the different assets, taking into account the risk factors
  • You manage your clients’ accounts and prepare the documents intended for them
  • Excellent knowledge of banking regulations, compliance and KYC, amongst others

Your profile

  • You have a successful experience of 10 to 15 years (3 to 5 years for the junior profile) in wealth management
  • You have a higher education in this field
  • You appreciate customer contact and have commercial skills
  • You master French, English, Spanish and Portuguese.


In advance, we thank you for sending your application by e-mail to:

Marie-France Tischhauser
Head of Human Resources

d +41 22 906 81 14