the client is a leading provider of search solutions for the international private banking and wealth management markets. The client is working with a leading international private bank to expand its US presence and hire multiple senior private bankers to support both US and international clients across regions including Miami, New York, LatAm, Europe, Asia, and the Middle East.
Key responsibilities include delivering insight and personalized wealth management by leveraging the bank’s diversified financial and non-financial options. The role involves coordinating with global offices on offshore asset allocation, alternative investment proposals, and wealth preservation, while utilizing international capabilities to provide a bespoke client experience. The position also includes traveling as necessary to meet clients, onboard accounts, and win new business, with an expectation to act entrepreneurially to develop and grow a client portfolio.
The role reports into the local managing director and requires a client/investment advisor with a hunter mentality and a track record of business development or client acquisition. The successful candidate will manage a portfolio of ultra/high-net-worth clients from the US, Europe, or LatAm who need wealth management and investment banking services. Qualifications expected include relevant industry licensing (Series 66 and Series 7) and fluency in English, with additional languages beneficial.