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LATAM Coverage - Senior Private Banker

  • Location

    Miami, FL, USA

  • Sector:

    Financial Services and Banking

  • Job type:


  • Salary:


  • Contact:

    Hannah Ryan

  • Contact email:

  • Salary high:


  • Salary low:


  • Job ref:

    RED 10 -3

  • Published:

    over 1 year ago

  • Expiry date:


  • Startdate:

    January 2020

Role Description

Senior Relationship Manager with an existing portfolio of LATAM High Net Worth Clients (strong preference for Brazil) required for a well-established Private Bank based in Miami, USA. 

 Strengthen existing client relationships as well as acquiring new clients

  • Maintaining a strong working knowledge of client portfolios and products with the company 
  • Contributing to the development of products and services based on customer feedback 
  • Provide profound expertise and in-depth knowledge of services provided to ensure excellent client service and satisfaction
  • Work towards clearly defined annual targets with the ability to produce results and ensure continual business development
  • Ensuring compliance with legal and regulatory requirements


  • Existing portfolio of LATAM, mainly Brazilian, HNW clients
  • Must be able to build a client book of at least 50-70 million dollars in the first year
  • Previous experience in prospecting and acquiring clients
  • Minimum Director level experience 
  • Strong personal credibility and excellent communication skills


  • Compensation package with bonus structure linked to revenues generated 
  • Long term career development prospects within a renowned platform with an excellent reputation