LATAM Specialist Private Bankers – UHNW Clients – Tier One International Bank – Miami/New York Offices recruitment

JOB DESCRIPTION – PRIVATE BANKERS/RELATIONSHIP MANAGERS:

Our client, a top ranked bank within the US, with established and growing reputation with the private banking sector has delivered a mandate to hire 4 new private bankers relationship managers to enhance their Miami Office. Having enjoyed a record period of dynamic growth across the business, especially within wealth management, our client wishes to expand their network within the Latin American segment, catering to an increasingly widespread and diverse clientele.

RESPONSIBILITIES FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:

• Client generation/retention

• Maintenance of existing bank to client relationships

• Provision of investment solutions, maximising client portfolio revenues

NECESSARY REQUIREMENTS FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:

Potential candidates should have an existing client portfolio of HNW/UHNW INDIVIDUALS already in place. Our client will be particularly interested in candidates focusing on Latin American clients, although those with experience in other areas will still be considered. MARKET SEGMENTATION WILL NOT BE IMPOSED.

Strong CRM skills, along with the ability to hunt and develop new business, is essential. Both individual and team applications will be considered. The group in question has an excellent reputation in the market place and is seeking to enhance its entrepreneurial environment to further expand their client reach with an extensive range of products and services.

For further details feel free to contact one of our dedicated team on +442070780510 or send an email to privatebanking@carltonseniorappointments.com.

JOB DESCRIPTION – JUNIOR PRIVATE BANKERS/RELATIONSHIP MANAGERS

Our client, a top ranked bank within the US, with established and growing reputation with the private banking sector has delivered a mandate to hire 8 new junior private bankers/wealth managers/relationship managers to enhance their growing New York and Miami Offices. Having enjoyed a record period of dynamic growth across the business, especially within wealth management, our client wishes to expand their network within the Latin American segment, catering to an increasingly widespread and diverse clientele, those covering other regions will still be considered.

RESPONSIBILITIES FOR JUNIOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:

• Assisting Senior Bankers in day-to-day activities

• Maintenance of existing bank to client relationships

• Qualification of Exams

NECESSARY REQUIREMENTS FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:

Potential candidates should have 1-2 years private banking experience, assisting senior private bankers in their duties and have an in-depth understanding of the industry already in place. Our client will be particularly interested in candidates who have developed a great networking ability within the industry.

Strong CRM skills, along with the ability to hunt and develop new business, is essential. Both individual and

For further details feel free to contact one of our dedicated team on +442070780510 or send an email to privatebanking@carltonseniorappointments.com.