Job Description
The Private Banker is responsible for delivering high-level and superior service to a portfolio of High-Net-Worth (HNW) clients. As the primary point of contact, the Banker plays a key role in expanding and retaining existing relationships while acquiring new affluent clients.
This role requires a strong ability to penetrate and develop relationships in LATAM. Other key geographic markets in the southern cone will be highly valued. The Banker will also work closely with local group entities to leverage internal networks and strengthen business development efforts.
Key Responsibilities
Client Relationship Management:
Develop, manage, and retain relationships with HNW individuals across targeted regions.
Expand existing Assets Under Management (AUM) and establish new client relationships through proactive prospecting and networking.
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