About Our Client
Our client delivers unique solutions to wealth and investment management challenges and needs. By providing flexible, independent, and seamless access to a wide spectrum of global financial products and services, our client focuses on helping their clients achieve secure financial goals.
Position Description
Our Client is looking for a Senior Wealth Manager/Senior Broker with demonstrated success who would like to be a part of an exclusive team with a different approach to wealth management. Out client’s company offers a dynamic environment with tremendous growth potential not only within his/her position, but also within the company. The ideal candidate will have a book of business of 100 million, in one or two of the following Latin American Countries: Uruguay, Chile, Argentina, Brazil, Ecuador, and Mexico and will report directly to the Company’s CEO. The responsibilities will include:
• Manage and develop a portfolio of clients
• Maintain relationships with existing clients as well as establishing a network of new prospects.
• Contribute to the general development of a growing firm
• Be well versed on the firms range of products and services, explaining and recommending products to clients as appropriate
• Act as the client’s primary point of contact within the firm, building a long term personal relationship
• Develop and maintain client files ensuring that the level of information retained meets the Know Your Client (KYC) requirements
Experience/Skills Required
• Undergraduate degree in Business Administration or Finance
• 5-10 years of related financial advisory experience to Latin America clients
• Strong business development and relationship management skills in conjunction with expertise in a wide range of investment and banking products
• Existing book of business required
• Track record of generating meaningful fees in private transactions and or public equities
• Polished communication skills
• Bilingual : English and Spanish
• Series 7 & 63
Compensation
The successful candidate will receive a competitive compensation package commensurate with experience and qualifications.
PROACTEL Talent Solutions Contact :
For additional information or questions, call us at 305 358 8822.
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