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Latin America (LatAm)ConfidentialPosted Jan 8, 2026

Senior Relationship Manager — LATAM (Miami)

Miami, USADirector / Executive Director / MD
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Executive Summary

Build and develop Latin American HNW/UHNW relationships from Miami with disciplined cross-border advisory and strong governance.

Miami, USADirector / Executive Director / MDResponse within 24hStrict confidentiality
Key Highlights
  • •Executive Partners is partnering with a leading global private bank to recruit a Senior Relationship Manager for the Latin America (LatAm) region, based in Miami, USA. This strategic role will manage and grow a portfolio of high-net-worth and ultra-high-net-worth clients, delivering bespoke wealth solutions rooted in strong fiduciary trust and international expertise.
  • •Build and develop a portfolio of Latin American private clients from Miami.
  • •Drive sustainable NNM through targeted coverage, introducer networks and diaspora channels.
  • •Increase mandate penetration and deepen wallet share through disciplined advisory delivery.

Overview

What you will own and drive

  • •Executive Partners is partnering with a leading global private bank to recruit a Senior Relationship Manager for the Latin America (LatAm) region, based in Miami, USA. This strategic role will manage and grow a portfolio of high-net-worth and ultra-high-net-worth clients, delivering bespoke wealth solutions rooted in strong fiduciary trust and international expertise.
  • •Build and develop a portfolio of Latin American private clients from Miami.
  • •Deliver holistic advice across investments, credit, FX and planning solutions.
  • •Coordinate with product teams to deliver solutions within appropriate governance standards.

Key Responsibilities

Core objectives and execution priorities

  • •Drive sustainable NNM through targeted coverage, introducer networks and diaspora channels.
  • •Increase mandate penetration and deepen wallet share through disciplined advisory delivery.
  • •Maintain robust onboarding, suitability discipline and ongoing due diligence.

Qualifications

What we typically see in successful profiles

  • •7–10+ years’ private banking experience with LATAM clients and demonstrated acquisition track record.
  • •Strong network across key LATAM corridors; proven ability to convert and retain relationships.
  • •English required; Spanish preferred; Portuguese a plus.

What We Offer

Platform, support and upside

  • •Miami platform with international product access and specialist coverage.
  • •Competitive compensation aligned to sustainable growth and execution quality.

Regulatory & Compliance

Cross-border and governance expectations

  • •Operate within applicable US and cross-border frameworks; documentation quality is critical.
  • •Maintain high standards of KYC/AML, suitability and lifecycle monitoring.

Full Description

Complete mandate outline (confidential)

Overview

  • Executive Partners is partnering with a leading global private bank to recruit a Senior Relationship Manager for the Latin America (LatAm) region, based in Miami, USA. This strategic role will manage and grow a portfolio of high-net-worth and ultra-high-net-worth clients, delivering bespoke wealth solutions rooted in strong fiduciary trust and international expertise.
  • Build and develop a portfolio of Latin American private clients from Miami.
  • Deliver holistic advice across investments, credit, FX and planning solutions.
  • Coordinate with product teams to deliver solutions within appropriate governance standards.

Key Responsibilities

  • Drive sustainable NNM through targeted coverage, introducer networks and diaspora channels.
  • Increase mandate penetration and deepen wallet share through disciplined advisory delivery.
  • Maintain robust onboarding, suitability discipline and ongoing due diligence.

Qualifications

  • 7–10+ years’ private banking experience with LATAM clients and demonstrated acquisition track record.
  • Strong network across key LATAM corridors; proven ability to convert and retain relationships.
  • English required; Spanish preferred; Portuguese a plus.

Regulatory & Compliance

  • Operate within applicable US and cross-border frameworks; documentation quality is critical.
  • Maintain high standards of KYC/AML, suitability and lifecycle monitoring.

What We Offer

  • Miami platform with international product access and specialist coverage.
  • Competitive compensation aligned to sustainable growth and execution quality.

Compensation

Compensation is highly competitive and structured according to seniority, experience, and the business plan presented (AUM, NNM, and the client portfolio).

We share confidential mandates directly with qualified bankers.

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