Senior Relationship Manager — LATAM (New York)

Overview

• Lead client acquisition and relationship management for HNW/UHNW LATAM clients (Mexico, Andean region, Southern Cone, Brazil diaspora) from New York.
• Provide holistic wealth management across advisory/DPM, structured products, credit (Lombard/RE), FX and estate planning coordination.
• Leverage US platform breadth with international booking options (US/CH/SG as applicable) and specialist teams.

Key Responsibilities

• Bring a portable network and originate consistent NNM via referrals, diaspora communities, and professional introducers.
• Deliver tailored investment and credit solutions; coordinate with product, lending and planning specialists.
• Maintain disciplined pipeline management, documenting opportunities and conversion.
• Travel within the region as needed to maintain and expand key relationships.

Qualifications

• 7–10+ years serving LATAM private clients with a proven AUM/NNM track record.
• Deep understanding of cross-border considerations for LATAM clients banking in the US and abroad.
• Strong product knowledge across multi-asset advisory/DPM, alternatives, and credit.
• Fluent English with strong Spanish (Portuguese a plus); excellent communication and negotiation skills.

Regulatory & Compliance

• Operate within US regulatory requirements and internal cross-border frameworks.
• Exemplary KYC/AML, Source of Wealth/Funds and suitability standards; documentation excellence.

What We Offer

• Highly competitive US package with performance-linked variable; upside for quality, recurring revenues.
• Access to a robust product shelf, private markets and specialized lending.
• Entrepreneurial culture with senior support 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).