Senior Relationship Manager - Southern Cone Wealth

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

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.