Senior Relationship Manager
Senior Relationship Manager
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Job Description
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 710 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
Wellconnected in the marketplace from a client perspective and active in community events meetings and other social functions locally to maximize potential facetime with perspective clients
Very social high energy and selfmotivated
Ability to communicate effectively with senior management and the perspective client
Ability to multitask and maintain a calm demeanor under pressure
Selfmotivated 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 licences
- CFP CFA or other financial designations a plus
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Employment Type
Full Time
