Banker [Multiple Positions Available]

DESCRIPTION:

Duties: Conduct comprehensive financial and wealth planning analyses to identify and address high net worth (HNW) and ultra-high net worth (UHNW) Latin American (LATAM) clients' unique objectives, ensuring alignment with their long-term investment goals and family wealth structures, while using the Spanish language to validate the clients' current investment objectives and to prepare recommendations for appropriate investment products.

Utilize advanced financial modeling and market analysis to tailor solutions that meet LATAM clients' evolving needs, and meet solo with HNW and UHNW clients to provide sophisticated advisory services on portfolio construction and investment strategies, communicating these strategies to clients in Spanish.

Perform market analyses and research to proactively identify and independently contact possible new HNW and UHNW Argentine, Chilean and Uruguayan private client prospects.

Based on financial and market analyses/research, autonomously provide wealth management advice and solutions to HNW and UHNW families in LATAM, specifically in Argentina, Chile, and Uruguay, using the Spanish language to communicate with clients.

Address clients' complex financial issues and propose innovative wealth management solutions.

Responsible for client experience and engaging resources to deliver a complete wealth management solution.

Use the Spanish language to market and implement investment, banking, financing, and fiduciary solutions to HNW and UHNW clients from Argentina, Uruguay and Chile.

Leverage senior-level relationships with specialists, and coordinate their advice to clients on defining and implementing portfolio investment strategy, in structuring and executing credit and lending transactions, and in defining and implementing succession and fiduciary plans.

Build trust with clients and effectively manage relationships by communicating with them in their native Spanish language.

Ensure that proposed solutions and services achieve the clients' needs, goals, and objectives.

Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists, and that accounts are properly maintained and serviced.

Perform all necessary duties to maintain in good order the firm's books and records with respect to private clients, including fulfilling know-your client duties, observing cross-border regulations, collecting and updating client information, and addressing anti-money laundering obligations.

Independently contact, prospect, and convert leads to new private clients.

Provide on-the-job training to junior staff.

Travel to the LATAM (Argentina, Uruguay, and Chile) region to meet clients.

This position requires up to 40% international travel to Argentina, Chile, and Uruguay to visit various client sites.

QUALIFICATIONS:

Minimum education and experience required: Bachelor's degree in Economics, Business Administration, Finance, Management, or related field of study p...