Senior Relationship Manager at Norman Alex in Miami, Florida, United States

Job description

• We have been retained by a global private bank to recruit a Sr. Relationship Manager Southern Cone, covering Argentina and Chile.
• The role can be based in either Miami or NYC.

Responsibilities

• Responsible for ensuring the retention of the clients they bring on, as well as some client management as needed.

Requirements

• The selected person should have approximately 7-10 years + experience in a similar position, currently employed as a Relationship Manager, Private Banker or Wealth/Financial Advisor.
• The role will have a scope of responsibilities listed below and will report into the executive management of the company.
• Well experienced senior business development professional/Hunter with a solid financial background in International Wealth Management and Private Banking
• Will have a strong book of client business within the HNW/UHNW community, primarily in Argentina and Chile
• Well-connected in the marketplace from a client perspective and active in community events, meetings and other social functions locally to maximize potential face-time with perspective clients
• Very social, high energy and self-motivated
• Ability to communicate effectively with senior management and the perspective client
• Ability to multi-task and maintain a calm demeanor under pressure
• Self-motivated and organized
• Responsible for ensuring the retention of the clients they bring on, as well as some client management as needed.

Skills

Required

• Relationship management
• Private banking
• Wealth management
• Financial advisory
• Business development
• Client acquisition
• Client retention
• Communication with senior management
• Multi-tasking
• Calm demeanor under pressure
• Self-motivation
• Organization

Preferred

• CFP, CFA or other financial designations

Benefits

• $260K - $350K+ annual salary plus bonus.