Senior Relationship Manager
norman alexMiami, FL
$260 K - $350 K+ annualAPPLY NOW
Senior Relationship Manager
norman alexMiami, FL
19 days ago
Occupations
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsFinancial ManagersIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation$260 K - $350 K+ annual
APPLY NOWAbout the 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
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JOB OVERVIEW
Salary
$260 K - $350 K+ annual
Experience level
Senior
Location
Miami, FL
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
19 days ago
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