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Senior Relationship Manager

Norman Alex Miami, United States
Posted 3 hours ago Permanent Competitive

Senior Relationship Manager

Norman Alex Miami, United States
Senior Relationship Manager

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 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:



  • 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

Job ID  L4345V67
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