Senior Relationship Manager

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:

• Top tier RM compensation plus strong bonus potential

EDUCATION & LICENSING:

• Bachelors degree and/or equivalent education and related training. MBA desired.
• Series 7, 63, 65 or 66 licences
• CFP, CFA or other financial designations a plus