Senior Relationship Manager

Posted 19 days ago

norman alexMiami (FL)

Securities, Commodities, and Financial Services Sales Agents Portfolio Management and Investment Advice

SENIORITY

Senior

SALARY

$260 K - $350 K+ annual

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About the role

We have been retained by a global private bank to recruit a Sr. Relationship Manager Southern Cone, covering Argentina and Chile. The role can be based in either Miami or NYC.

Requirements: The selected person should have approximately 7-10 years + experience in a similar position, currently employed as a Relationship Manager, Private Banker or Wealth/Financial Advisor. The role will have a scope of responsibilities listed below and will report into the executive management of the company. Well experienced senior business development professional/Hunter with a solid financial background in International Wealth Management and Private Banking Will have a strong book of client business within the HNW/UHNW community, primarily in Argentina and Chile Well-connected in the marketplace from a client perspective and active in community events, meetings and other social functions locally to maximize potential face-time with perspective clients Very social, high energy and self-motivated Ability to communicate effectively with senior management and the perspective client Ability to multi-task and maintain a calm demeanor under pressure Self-motivated and organized Responsible for ensuring the retention of the clients they bring on, as well as some client management as needed.

COMPENSATION: $260K - $350K+ annual salary plus bonus.

EDUCATION & LICENSING: Bachelors degree and/or equivalent education and related training. MBA desired. Series 7, 63, 65 or 66 licencesCFP, CFA or other financial designations a plus#privatebanker #relationshipmanager #financialadvisor #wealthmanagement #chile #peru #argentina #miami #nyc #citi #jomorgan #deutschebank #bankofamerica #sabadell #ubs Typefull time

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