Banker [Multiple Positions Available]

Duties: Conduct comprehensive wealth planning and investment advisory for HNW/UHNW Latin American families (Argentina, Chile, Uruguay), validating objectives, risk tolerance, liquidity needs, and family wealth structures in Spanish and presenting a holistic balance-sheet approach (assets, liabilities, and cash flows).

Design, model, and recommend sophisticated portfolio construction and investment strategies using advanced financial modeling and market analysis; translate insights into actionable proposals across investments and asset allocation, aligned to clients' long-term goals and evolving constraints.

Originate and deliver integrated solutions across investment, banking, credit/financing, and fiduciary/succession planning, owning the client experience and coordinating senior specialists and product partners to implement end-to-end wealth management solutions.

Proactively identify, research, and independently contact prospective HNW/UHNW clients in Argentina, Chile, and Uruguay; develop and deepen a LATAM network to convert prospects and expand the book of business through disciplined pipeline management.

Navigate complex cross-border and multi-jurisdiction transactions, structuring solutions to minimize legal, regulatory, and financial risk to clients and the bank; execute legally binding agreements and ensure adherence to country-specific requirements.

Lead onboarding and ongoing servicing controls, including KYC/AML, cross- border regulatory obligations, confidentiality requirements, and maintenance of accurate client profiles, documentation, and books-and-records.

Train and mentor junior staff on advisory process, client coverage best practices, and compliance routines; travel up to 25% internationally (Argentina, Chile, Uruguay) to meet clients and prospects.

This position requires up to 25% international travel to Argentina, Chile, and Uruguay to visit various client sites.

QUALIFICATIONS:

Minimum education and experience required: Bachelor's degree in Industrial Engineering, Economics, Business Administration, Finance, Management, Law, or related field of study plus six (6) years of experience in the job offered or as Banker, Lending Advisor, Investment Advisor, Index Trading Book Runner (Middle Office), Rates Senior Analyst (Middle Office), or related occupation.

The employer will alternatively accept a Master's degree in Industrial Engineering, Economics, Business Administration, Finance, Management, Law, or related field of study plus four (4) years of experience in the job offered or as Banker, Lending Advisor, Investment Advisor, Index Trading Book Runner (Middle Office), Rates Senior Analyst (Middle Office), or related occupation.

Skills Required: This position requires four (4) years of experience with the following skills: working within the financial industry; serving in private banking front office or middle office positions; participating in relationship management, lending, wealth planning, and investment advisory; n...