norman alexMiami, FL
Senior Relationship Manager
$260 K - $350 K+ annual
Apply →Senior Relationship Manager
Senior Relationship Manager
norman alexMiami, FL
18 days ago
$260 K - $350 K+ annual
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsFinancial Managers
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
Apply for this 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
Also on the board Same function, level within a rung
Level
Senior
Salary
$260 K - $350 K+ annual
Location
Miami, FL
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
18 days ago