Private Wealth/Relationship Manager
Our client is seeking a Confidential Search (Private Banker/Merchant Banking and Corporate Advisor) to join their team. The candidate should have experience in a Globally diversified financial service firm.
- Analyze information to assess current and future financial statuses
- Review costs for optimal budget planning
- Evaluate reporting systems and collection procedures
- Global, Diversified Financial Services Firm - Investment Management, Investment Advisory, Private Banking, Merchant Banking and Corporate Advisory
- Seeking a highly motivated individual to join our RIA (Miami) office as a private Banker/Relationship Manager
- Successful, new hires will have full support of our head office & complete access to our investment management platform.
- At least 5 years of experience in Private Banking/Wealth Management
- Currently manages a book of LATAM clients with proven track record of sourcing & servicing clientele
- Extensive experience managing client portfolios
- Fluency in Spanish or Portuguese
Job Status: Full Time