the client is seeking a client-facing Senior Investment Counsellor for a European private bank role based in Miami, focused on serving clients with an emphasis on LatAm markets. This position will support the bank’s competitive client offering by partnering with senior management and front office teams, with a direct impact on discretionary asset allocation and portfolio management.
Key responsibilities include developing new investment strategies, improving and maintaining the bank’s existing investment proposition in collaboration with senior stakeholders and front office teams, and producing investment materials for presentation to clients and the market. The role will also involve attending and hosting client meetings to educate clients on investment options, market dynamics, and potential risks, while acting as a technical expert across multiple investment topics.
Applicants should have advisory experience within a private bank or asset management firm, ideally with experience serving U/HNW clients in the LatAm market. Strong communication skills, an approachable, client-centric style, and an entrepreneurial mindset are expected. Relevant education in economics, business, finance, or a related field is required; additional qualifications may be considered positively. The role also expects English proficiency, with Spanish or Portuguese as an advantage, and a recognized licensing qualification (Series 7) is required.