Senior Relationship Manager — LATAM (Miami)

Overview

• Build and grow relationships with LATAM clients (Mexico, Andean, Southern Cone, Brazil diaspora) booking US/CH.
• Deliver multi-asset advisory/DPM, structured products, Lombard and real-estate lending, plus FX solutions.
• Leverage Miami’s regional connectivity and a global booking platform.

Key Responsibilities

• Bring a portable LATAM network and originate NNM via diaspora, introducers and events.
• Coordinate proposals with product desks, lending and wealth planners.
• Maintain high-tempo pipeline discipline and conversion reporting.

Qualifications

• 7–10+ years with LATAM private clients; proven AUM/NNM growth.
• Strong cross-border understanding (US/LATAM) and product fluency.
• Native/near-native Spanish; English fluent; Portuguese a plus.

Regulatory & Compliance

• Operate within US regulations and cross-border frameworks.
• Exemplary KYC/AML, SoW/SoF and suitability; meticulous files.

What We Offer

• Competitive package with meaningful upside for recurring revenues.
• Robust product shelf including private markets and tailored credit.
• Entrepreneurial culture; senior sponsorship for strategic hires.

Compensation

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