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Norman Alex
Senior Private BankerNorman Alex • Orlando, FL, United States
Senior Private Banker

Senior Private Banker

Norman Alex • Orlando, FL, United States
11 days ago
Job type
  • Full-time
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 #J-18808-Ljbffr

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Senior Private Banker • Orlando, FL, United States

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