DESCRIPTION:

Duties: Provide wealth management advice and solutions to families in Latin American (LATAM), specifically in Argentina, Chile, and/or Uruguay. Focus on wealth preservation while fulfilling other financial needs the clients have such as credit, investments, or banking. Provide a holistic approach to the client’s balance sheet. Drive new client acquisition and business development. Leverage personal and professional networks to onboard new clients and deepen the book of business in the region. Connect new and existing clients to other teams and lines of business in the bank. Coordinate and introduce specialists to provide expertise on different topics to clients.

QUALIFICATIONS:

Minimum education and experience required: Master’s degree in Strategic Management, Business Administration, Accounting, Finance, Economics, or related field of study plus 3 years of experience in the job offered or as a SC Banker, Associate Banker, Derivatives Sales Associate, Cash Equity Sales Associate, Foreign Exchange (FX) Trader/Analyst, or related occupation. The employer will alternatively accept a Bachelor’s degree in Strategic Management, Business Administration, Accounting, Finance, Economics, or related field of study plus 5 years of experience in the job offered or as a SC Banker, Associate Banker, Derivatives Sales Associate, Cash Equity Sales Associate, Foreign Exchange (FX) Trader/Analyst, or related occupation.

Skills Required: Requires experience in the following: direct sourcing, client acquisition, and building a client base and network in Latin America (LATAM); developing relationships with high net worth clients in the LATAM region; business development in a competitive industry; sales experience including profiling, overcoming objections, negotiation, team selling approach, closing the sale, and asking for referrals; asset classes including equities, fixed income, alternatives, and derivatives; investments, wealth planning, credit, trusts, and banking concepts including collateralized credit, wealth advisory planning, deposits, and custody; and communicating investment strategies to clients and prospects. This position requires oral, auditory, and written fluency in the Spanish language.

Job Location: 1450 Brickell Avenue, Miami, FL 33131. This position requires up to 25% international travel. Telecommuting permitted up to 20% of the week.