Norman Alex
Job Title
Senior Relationship Manager – Southern Cone (Argentina and Chile) Location
Miami or New York City Company
Retained by a global private bank Requirements
7-10+ years of experience as a Relationship Manager, Private Banker, or Wealth/Financial Advisor Strong book of client business within the HNW/UHNW community in Argentina and Chile Well-connected and active in local community events Excellent communication skills and high energy Ability to multi-task and work under pressure Self-motivated, organized, and responsible for client retention and management Responsibilities
Develop and manage relationships with HNW/UHNW clients in the Southern Cone Expand the client base through business development and networking Maintain high levels of client satisfaction and retention Collaborate with senior management Compensation
$260K - $350K+ annually plus bonus Education & Licensing
Bachelor’s degree or equivalent; MBA preferred Series 7, 63, 65, or 66 licenses Financial designations such as CFP, CFA are a plus Seniority Level
Director Employment Type
Full-time Job Function
Sales and Business Development Industries
Financial Services, Banking, Investment Management
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Senior Relationship Manager – Southern Cone (Argentina and Chile) Location
Miami or New York City Company
Retained by a global private bank Requirements
7-10+ years of experience as a Relationship Manager, Private Banker, or Wealth/Financial Advisor Strong book of client business within the HNW/UHNW community in Argentina and Chile Well-connected and active in local community events Excellent communication skills and high energy Ability to multi-task and work under pressure Self-motivated, organized, and responsible for client retention and management Responsibilities
Develop and manage relationships with HNW/UHNW clients in the Southern Cone Expand the client base through business development and networking Maintain high levels of client satisfaction and retention Collaborate with senior management Compensation
$260K - $350K+ annually plus bonus Education & Licensing
Bachelor’s degree or equivalent; MBA preferred Series 7, 63, 65, or 66 licenses Financial designations such as CFP, CFA are a plus Seniority Level
Director Employment Type
Full-time Job Function
Sales and Business Development Industries
Financial Services, Banking, Investment Management
#J-18808-Ljbffr