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.
Provide tailored financial solutions, including banking, credit, asset management, investment advisory, and insurance services.
Act as a trusted advisor, ensuring clients receive personalized wealth planning guidance, including pension financial planning strategies.
Facilitate seamless interactions between clients and internal teams to deliver an exceptional service experience.
Business Development & Market Focus:
Identify and capitalize on opportunities in LATAM.
Develop strategic relationships with local institutions and entities within the bank’s group to enhance market penetration.
Maintain a deep understanding of the wealth management landscape, including evolving regulatory and market dynamics.
Leverage insights into regional economic trends to drive targeted business growth.
Investment & Financial Analysis:
Analyze investment opportunities and market trends to provide informed recommendations to clients.
Review and interpret corporate financial statements, macroeconomic trends, and other relevant data to support client decision-making.
Stay up to date with global economic developments that could impact client portfolios.
Risk & Compliance
Ensure compliance with all relevant regulations and internal policies.
Maintain high standards of risk awareness and adherence to best practices in client management.
Promote a strong risk culture within the team by adhering to compliance frameworks and ethical standards.
Profile
Education & Experience:
University degree in Economics, Finance, or equivalent experience in Private Banking.
10-15 years of experience in Private Banking/Wealth Management, with a strong focus on the LATAM market.
Proven track record in developing business and cultivating strong client relationships.
Skills & Competencies:
Excellent understanding of the LATAM wealth management industry and its key characteristics.
Strong sales and business development skills, with the ability to build a book of business.
Strong interpersonal, communication, and organizational skills.
Deep understanding of investment products, financial markets, and pension planning.
High ethical standards and strong corporate work ethics