About our Client
Our Client is an independent wealth management firm.
Position Description
The successful candidate will be responsible for introducing and growing profitable client relationships from a particular target marketing region including:
• Manage and develop a portfolio of clients. Maintain relationships with existing clients as well as establishing a network of new prospects
• Ensure that annual predetermined financial business targets are met
• Manage and advise private clients and institutions with respect to the investment on an advisory basis
• Develop a detailed knowledge and understanding of the clients in the firm’s products and services
• Analyze and assess the assigned marketing Region/Country and contribute to the development of specific marketing plans and targets
• Initiate sales activity for the creation of profitable new business
• 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
• Ensure adherence to internal risk & compliance standards and external regulatory requirements including anti money laundering
• Develop and maintain client files ensuring that the level of information retained meets the Know Your Client (KYC) requirements
• Stay abreast of key market developments
Experience/Skills Required
• 5 to 10 years of experience in Private Banking to Latin America
• Ability to form meaningful relationships in a particular country or region
• Entrepreneurial spirit, strong client oriented approach, good interpersonal and team skills
• Ability to communicate effectively
• Knowledge of Legal and Industry Standards
• Fluency in English and Spanish
• Series 7 and 63
• Undergraduate degree in Business Administration or Finance
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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- Certified Public Accountant (CPA) preferred
