Client Manager, Latin America Private Banking & Wealth Management (Wealth Management)

Location: New York City; hybrid role with a minimum of 4 days per week in person

Salary: $120,000–$150,000 base salary per year plus annual bonus target

Company

hirify.global is a global financial services firm providing private banking, wealth management, investor services, capital markets, and technology solutions.

What you will do

• Support Latin America multi-family office clients and manage daily operational execution of client relationships.
• Act as a primary contact for client inquiries, resolve issues, and contribute to client satisfaction and retention.
• Serve as a second-chair Relationship Manager for larger and more complex relationships or independently manage less complex accounts.
• Prepare client meeting materials, participate in client meetings, and support portfolio review discussions.
• Coordinate account opening, maintenance, closing, reporting, distributions, loans, and other operational activities.
• Coordinate internal BBH resources, support strategic initiatives, and manage or mentor junior team members.

Requirements

• BA/BS degree or equivalent professional experience.
• 7+ years of relevant wealth management experience preferred.
• Professional Spanish proficiency or native Spanish is required.
• Excellent client service, oral and written communication, analytical, and thought leadership skills.
• Basic understanding of asset allocation, trust, and fiduciary principles.
• Strong teamwork, professional judgment, work ethic, and commitment to compliance requirements.

Culture & Benefits

• Partnership-oriented environment with collaborative problem-solving and shared decision-making.
• Professional development supported through internal resources, guidance, and mentoring.
• Benefits include long-term savings, healthcare, income protection, professional development opportunities, and time off.
• Private partnership structure focused on long-term investment in clients, technology, products, and employees.
• Diverse workplace that values transferable skills and alternative career paths.