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Senior Relationship Manager

Recruiter: Norman Alex

Recruiter: Norman Alex

Private Banking

Miami, FL - USA

Senior Specialist / Project Manager

Experteer Overview

In this role you will manage a high-net-worth client book for Argentina and Chile within a global private bank. You will focus on business development, client retention, and cross-border wealth management, reporting to executive management. You’ll leverage a strong local network to originate opportunities and collaborate with cross-functional teams to enhance client experiences. The position offers exposure to markets in the Southern Cone with potential to shape client strategy and growth from Miami or New York. This is a senior, high-energy role ideal for someone who combines relationship-building with a solid financial background to drive sustainable UHNWI growth.

Compensation / Benefits

  • $260K - $350K+ annual salary plus bonus

Responsibilities

  • Develop and expand a high-net-worth client book in Argentina and Chile
  • retain clients and manage ongoing relationships
  • originate new business and cross-sell private banking services
  • maintain visibility in local markets through events and networking
  • communicate effectively with senior management and clients
  • multitask and stay composed under pressure
  • report to executive management on performance and strategy

Key requirements

  • 7–10 years+ experience in RM/Private Banking/Wealth Advisory
  • currently employed as RM/Private Banker/Wealth Advisor
  • strong book of HNW/UHNW clients
  • well-connected in Argentina and Chile market
  • excellent communication with clients and senior management
  • ability to manage multiple tasks and stay calm under pressure
  • self-motivated and organized

Description

In this role you will manage a high-net-worth client book for Argentina and Chile within a global private bank. You will focus on business d…
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