Wealth Management - Latin America Private Bank - Banker

Profile

Wealth Management, Trusts & Estates, Estate Officer - ED
The candidate will be responsible for new client acquisition through prospecting, development of external and internal referral sources, and use of personal and professional contacts, to deliver results. Act as relationship manager for a specific portfolio of clients and ensure every client has a positive experience. Coordinate ongoing communication with the clients and orchestrate the execution of the client plan. Develop a perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives. Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities. Measurable track record of successfully selling to ultra-high net worth and/or high net worth clients. Impeccable interpersonal and organizational skills. Strong leadership and management skills along with a high level of self-motivation. Ability to work in a team-based environment and assist in the development and retention of junior team members. Should have 7 years of experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high-net-worth individuals and families in Paraguay, Argentina, Chile, and Uruguay. Spanish fluency oral and written required. Bachelor’s degree required, MBA, JD, CFP, CFTA, CIMA or CFA strongly preferred. Established a network of COIs (centers of influence) and sources for referrals. Series 7 & 66 licenses are required for the position; however, unlicensed candidates are considered but required to obtain licenses within 90 days of the start date.

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