Senior Latam Private Banker

Senior Latam Private Banker/Relationship Manager

Boutique International RIA

Relocation to Miami available for Swiss, Chilean & Mexican nationals

Avior Executive Search, Inc. has been retained by a Swiss based International Private Bank with a well-established RIA, based in the heart of the financial district of Miami. Our client is seeking senior Latam Private bankers or teams. The role will be client-centric and focused on HNW & UHNW clients for the following markets: Mexico, Brazil, Chile, Peru, or Columbia. Candidate must have an established clientele(book) to be considered for this truly amazing opportunity.

Experience / Responsibilities

• Must have established relationships with a minimum average of 5+ years from either a private bank or RIA environment.
• Ability to work independently and be responsible for onboarding new business relationships with HNW & UHNW clients.

• Candidates must have established relationships of at least 6+ years with clients.
• Only those with portable books of HNW & UHNW relationships will be considered.

• Superior knowledge of investment management strategies, processes and products, trust solutions, general financing, banking, and lending products
• Demonstrated high level of expertise in sales, networking, negotiations, community relationship building and execution of responsibilities.
• Fluency in Spanish required.

Educational Background Bachelor’s degree in business, Finance, Economics and/or related field is Master’s degree preferred.

Please contact Alan Goldstein, alan@aviorsearch.com for more information