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Latin America (LatAm)ConfidentialPosted Jan 8, 2026

Senior Relationship Manager — LATAM (New York)

New York, USADirector / Executive Director / MD
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Executive Summary

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

New York, 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 New York, 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 a New York hub.
  • •Drive sustainable asset growth through disciplined acquisition and relationship deepening.
  • •Originate tailored solutions across advisory/discretionary, lending and structured investments.

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 New York, 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 a New York hub.
  • •Deliver holistic wealth advice across investments, credit, FX and planning solutions.
  • •Coordinate with global product teams to deliver solutions within appropriate governance standards.

Key Responsibilities

Core objectives and execution priorities

  • •Drive sustainable asset growth through disciplined acquisition and relationship deepening.
  • •Originate tailored solutions across advisory/discretionary, lending and structured investments.
  • •Maintain robust onboarding and ongoing due diligence aligned to relevant regulatory frameworks.

Qualifications

What we typically see in successful profiles

  • •7–10+ years’ private banking experience with LATAM clients and demonstrated acquisition track record.
  • •Strong network with families, entrepreneurs and intermediaries across Latin America.
  • •English required; Spanish preferred; Portuguese a plus.

What We Offer

Platform, support and upside

  • •New York 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 policies; ensure strong documentation and controls.
  • •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 New York, 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 a New York hub.
  • Deliver holistic wealth advice across investments, credit, FX and planning solutions.
  • Coordinate with global product teams to deliver solutions within appropriate governance standards.

Key Responsibilities

  • Drive sustainable asset growth through disciplined acquisition and relationship deepening.
  • Originate tailored solutions across advisory/discretionary, lending and structured investments.
  • Maintain robust onboarding and ongoing due diligence aligned to relevant regulatory frameworks.

Qualifications

  • 7–10+ years’ private banking experience with LATAM clients and demonstrated acquisition track record.
  • Strong network with families, entrepreneurs and intermediaries across Latin America.
  • English required; Spanish preferred; Portuguese a plus.

Regulatory & Compliance

  • Operate within applicable US and cross-border policies; ensure strong documentation and controls.
  • Maintain high standards of KYC/AML, suitability and lifecycle monitoring.

What We Offer

  • New York 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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