Responsibilities

The Private Banker is responsible for delivering high-level and superior service to a portfolio of clients. As the primary point of contact, the Banker plays a key role in expanding and retaining existing relationships while acquiring new affluent clients.

This role will be responsible for the following:

Client Relationship Management:

› Develop, manage, and retain relationships with HNW individuals across targeted regions.

› Expand existing Assets Under Management (AUM) and establish new client relationships through proactive prospecting and networking.

› Provide tailored financial solutions, including banking, credit, asset management, investment advisory, and insurance services.

› Act as a trusted advisor, ensuring clients receive personalized wealth planning guidance, including pension financial planning strategies.

› Facilitate seamless interactions between clients and internal teams to deliver an exceptional service experience.

Business Development & Market Focus:

› Identify and capitalize on opportunities in Latin-Americans markets.

› Maintain a deep understanding of the Latin-American wealth management landscape, including evolving regulatory and market dynamics.

› Leverage insights into regional economic trends to drive targeted business growth.

Investment & Financial Analysis:

› Analyze investment opportunities and market trends to provide informed recommendations to clients.

› Review and interpret corporate financial statements, macroeconomic trends, and other relevant data to support client decision-making.

› Stay up to date with global economic developments that could impact client portfolios.

Profile

Education & Experience:

›          University degree in Economics, Finance, or equivalent experience in Private Banking.

›          5-10 years of experience in Private Banking/Wealth Management, with a strong focus on the the Latin Americans markets.

›          Proven track record in developing business and cultivating strong client relationships, particularly in key the Latin American HNW and wealth management markets.

Skills & Competencies: 

›          Excellent understanding of the the Latin Americans wealth management industries and their key characteristics.

›          Strong sales and business development skills, with the ability to grow and retain a book of business.

›          Ability to build relationships with local institutions and entities within the group.

›          Strong interpersonal, communication, and organizational skills.

›          Deep understanding of investment products, financial markets, and pension planning.

›          High ethical standards and strong corporate work ethics