5 дней назад
Private Banking - Banker / Sr Banker - Latin America Coverage - New York (Private Banking)
165 000 - 225 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Private Banking - Banker / Sr Banker - Latin America Coverage - New York (Private Banking): Managing and growing a portfolio of high-net-worth clients connected to Latin America, delivering cross-border investment, credit, wealth planning, banking, and financing solutions with an accent on relationship management, client acquisition, and assets-under-management growth. Focus on coordinating investment advisors and product specialists, identifying international banking needs, and ensuring compliance with KYC, AML, suitability, and cross-border regulatory requirements.
Location: New York City, United States. Applicants must be legally authorized to work in the United States full time without requiring employer sponsorship.
Annual salary: $165,000–$225,000 USD. The posting also lists a base pay range of $123,750–$225,000 USD; incentive compensation is excluded.
Company
is a global financial services institution providing private banking and wealth management solutions across the United States, Europe, and Latin America.
What you will do
- Build, manage, and retain relationships with high-net-worth clients connected to Latin America.
- Acquire new clients, deepen existing relationships, increase share of wallet, and grow assets under management.
- Coordinate investment advisory, credit, banking, wealth planning, and product specialists to deliver tailored solutions.
- Provide market and investment insights and help clients evaluate portfolio opportunities.
- Identify cross-border banking, lending, investment, and customized financing needs.
- Ensure client activity complies with KYC, AML, suitability, and cross-border regulatory requirements.
Requirements
- Bachelor’s degree or equivalent professional experience.
- Proven experience building and managing a book of high-net-worth clients across Latin American countries.
- Demonstrated success meeting assets-under-management, net-new-money, and client acquisition targets.
- Strong knowledge of investments, wealth planning, credit, lending, and risk management.
- Experience with cross-border clients and complex international wealth needs.
- Legal authorization to work full time in the United States without employer sponsorship.
Nice to have
- Fluency or professional proficiency in Portuguese.
- Conversational Spanish.
- Existing high-net-worth or ultra-high-net-worth relationships in Latin America.
Culture & Benefits
- Access to a global private banking platform and local-market connectivity in Latin America.
- Open-architecture investment solutions and cross-border wealth management capabilities.
- Benefits designed to support employees, families, and long-term well-being.
- Inclusive and accessible application process.
- Strong emphasis on proactive risk management and responsible professional conduct.
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