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United States (Onshore)ConfidentialPosted Jan 8, 2026

Senior Relationship Manager — US Onshore (Miami)

Miami, USADirector / Executive Director / MD
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Executive Summary

Build and develop US onshore HNW/UHNW relationships from Miami with disciplined advisory delivery and governance standards.

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 United States (Onshore) 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 US onshore private clients from Miami.
  • •Drive sustainable client acquisition and deepen existing relationships.
  • •Originate advisory and lending solutions aligned with client objectives and risk appetite.

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 United States (Onshore) 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 US onshore private clients from Miami.
  • •Deliver holistic advice across investments, credit and planning solutions.
  • •Partner with internal specialists to deliver tailored outcomes for complex client needs.

Key Responsibilities

Core objectives and execution priorities

  • •Drive sustainable client acquisition and deepen existing relationships.
  • •Originate advisory and lending solutions aligned with client objectives and risk appetite.
  • •Maintain strong documentation, suitability discipline and ongoing monitoring.

Qualifications

What we typically see in successful profiles

  • •7–10+ years’ US onshore private banking experience with demonstrated acquisition capability.
  • •Strong network in South Florida/US private wealth ecosystem.
  • •English required; Spanish advantageous.

What We Offer

Platform, support and upside

  • •Miami platform with strong 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 regulatory and internal governance frameworks; no compromise on documentation quality.
  • •Maintain KYC/AML, suitability and lifecycle monitoring standards.

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 United States (Onshore) 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 US onshore private clients from Miami.
  • Deliver holistic advice across investments, credit and planning solutions.
  • Partner with internal specialists to deliver tailored outcomes for complex client needs.

Key Responsibilities

  • Drive sustainable client acquisition and deepen existing relationships.
  • Originate advisory and lending solutions aligned with client objectives and risk appetite.
  • Maintain strong documentation, suitability discipline and ongoing monitoring.

Qualifications

  • 7–10+ years’ US onshore private banking experience with demonstrated acquisition capability.
  • Strong network in South Florida/US private wealth ecosystem.
  • English required; Spanish advantageous.

Regulatory & Compliance

  • Operate within applicable US regulatory and internal governance frameworks; no compromise on documentation quality.
  • Maintain KYC/AML, suitability and lifecycle monitoring standards.

What We Offer

  • Miami platform with strong 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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