CFA Institute
About the job 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 prospective clients.
Very social, high energy and self-motivated.
Ability to communicate effectively with senior management and the prospective 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.
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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 prospective clients.
Very social, high energy and self-motivated.
Ability to communicate effectively with senior management and the prospective 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.
#J-18808-Ljbffr