Senior Private Banker

Norman Alex; Orlando (FL); On-site; USD 260,000 - 350,000; Full time

Job summary

A leading global private bank is seeking a Senior Relationship Manager to oversee HNW/UHNW clients in the Southern Cone. This role involves developing client relationships, expanding the client base, and ensuring high client satisfaction. Ideal candidates will have extensive experience in wealth management and strong connections in the local community. The position offers a competitive salary and the opportunity to work in a dynamic financial services environment.

Qualifications

• 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.

Responsibilities

• Develop and manage relationships with HNW/UHNW clients.
• Expand the client base through business development and networking.
• Maintain high levels of client satisfaction.

Skills

Communication

Multi-tasking

Self-motivated

Education

Bachelor’s degree

MBA

CFP

CFA

Job description

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