Senior Relationship Manager — US Onshore (Miami)

Overview

• Lead acquisition and relationship management for US onshore clients (entrepreneurs, executives, family offices).
• Provide end-to-end wealth solutions including advisory/DPM, tailored lending (Lombard/RE) and private markets.
• Leverage a Miami hub with national reach and strong product platform.

Key Responsibilities

• Bring a portable US network; deliver consistent NNM from targeted segments.
• Calibrate proposals with investment/advisory and credit specialists.
• Maintain a robust pipeline and deliver superior client experience.

Qualifications

• 7–10+ years advising US HNW/UHNW clients; strong revenue and NNM record.
• Deep knowledge of investment solutions, lending and planning coordination.
• Excellent communication; ability to win and retain sophisticated clients.

Regulatory & Compliance

• Operate under US regulatory requirements and firm policies.
• Impeccable KYC/AML and suitability standards; audit-ready documentation.

What We Offer

• Attractive US package with variable tied to quality revenues.
• Access to differentiated alternatives, credit and platform resources.
• Senior sponsorship and resources for market development.

Compensation

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