Wealth Planner/ Financial Planner
KEY WORDS: PRIVATE BANKER - BANKING; WEALTH MANAGEMENT; BOUTIQUE WEALTH MANAGER; CARIBBEAN; USA; UNITED STATES OF AMERICA; FINANCIAL ADVISOR; FINANCIAL ADVISORY; BOUTIQUE; CLIENT ADVISOR; PORTFOLIO MANAGER; CANADA; USA; TEXAS; HOUSTON; LATIN AMERICA; MEXICO; LATAM; SOUTH AMERICA; BRAZIL; ARGENTINA; URUGUAY; COLOMBIA; VENEZUELA; HNWI; UHNW; HIGH NET WORTH; ADVISORY; RELATIONSHIP MANAGER - MANAGEMENT; INVESTMENT ADVISOR; WEALTH
My client is the Private Banking Arm of a leading Global Investment Bank with offices in all the major financial centres.
Based in the Caribbean in the Bahamas, they are now looking for a senior wealth planner to help advise their deep pool of clients from Latin America (LATAM)
Successful candidates will help to advise the existing client base regarding their wealth protection, succession planning issues, and will also be involved in assisting in new client acquisition.
A strong element of travel around South America will be required for the role as in wealth planner role, the client is not always able to visit the office.
Suitable candidates should have at least 5 years experience in a similar position and should hold a law or tax degree with excellent understanding of the wealth management and taxation system in Latin America.
Fluency in English and Spanish is essential. An understanding of Portuguese would be beneficial.
This is an exciting opportunity to join a global leading private bank in a very desirable location where successful candidates will benefit from the reduced local taxation rates.
Remuneration will be in accordance to experience and will be very market competitive.
If interested, please email apply.a33hoiu4br@selbyjennings.aptrack.co.uk with a copy of their CV in MS Word format for a confidential discussion on the role.
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