Executive Job Title	Private Banker/Client Relationship Manag
Type of Registrant	Recruiter
Location	Miami
Industry & Function 1:	Financial-Banks-Commercial/Retail&CreditCards - Consulting
Compensation	$100,000 to $200,000
Executive Job Description	Private Banker/Client Relationship Manager – Senior 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.
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