Executive Partners Ltd
Senior Relationship Manager — LATAM (Miami)
Executive Partners Ltd, Miami, Florida, us, 33222
Overview
Executive Partners is partnering with a leading global private bank to recruit a Senior Relationship Manager for the Latin America (LatAm) region, based in Miami, USA. This strategic role will manage and grow a portfolio of high-net-worth and ultra-high-net-worth clients, delivering bespoke wealth solutions rooted in strong fiduciary trust and international expertise.
Build and develop a portfolio of Latin American private clients from Miami.
Deliver holistic advice across investments, credit, FX and planning solutions.
Coordinate with product teams to deliver solutions within appropriate governance standards.
Key Responsibilities
Drive sustainable NNM through targeted coverage, introducer networks and diaspora channels.
Increase mandate penetration and deepen wallet share through disciplined advisory delivery.
Maintain robust onboarding, suitability discipline and ongoing due diligence.
Qualifications
7–10+ years’ private banking experience with LATAM clients and demonstrated acquisition track record.
Strong network across key LATAM corridors; proven ability to convert and retain relationships.
English required; Spanish preferred; Portuguese a plus.
Regulatory & Compliance
Operate within applicable US and cross-border frameworks; documentation quality is critical.
Maintain high standards of KYC/AML, suitability and lifecycle monitoring.
What We Offer
Miami platform with international product access and specialist coverage.
Competitive compensation aligned to sustainable growth and execution quality.
Compensation Compensation is highly competitive and structured according to seniority, experience, and the business plan presented (AUM, NNM, and the client portfolio).
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Build and develop a portfolio of Latin American private clients from Miami.
Deliver holistic advice across investments, credit, FX and planning solutions.
Coordinate with product teams to deliver solutions within appropriate governance standards.
Key Responsibilities
Drive sustainable NNM through targeted coverage, introducer networks and diaspora channels.
Increase mandate penetration and deepen wallet share through disciplined advisory delivery.
Maintain robust onboarding, suitability discipline and ongoing due diligence.
Qualifications
7–10+ years’ private banking experience with LATAM clients and demonstrated acquisition track record.
Strong network across key LATAM corridors; proven ability to convert and retain relationships.
English required; Spanish preferred; Portuguese a plus.
Regulatory & Compliance
Operate within applicable US and cross-border frameworks; documentation quality is critical.
Maintain high standards of KYC/AML, suitability and lifecycle monitoring.
What We Offer
Miami platform with international product access and specialist coverage.
Competitive compensation aligned to sustainable growth and execution quality.
Compensation Compensation is highly competitive and structured according to seniority, experience, and the business plan presented (AUM, NNM, and the client portfolio).
#J-18808-Ljbffr