Client Manager, Latin America Private Banking & Wealth Management
Core
Operational and strategic support for Latin America Multi-Family Office clients, acting as a second-chair Relationship Manager or primary contact for less complex accounts.
Role type
Client Manager (Private Banking)
Builds
Client retention, portfolio reviews, and operational workflows for high-net-worth individuals in Latin America.
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Spanish (native/proficient), relationship management, operational administration, compliance adherence, mentoring, market analysis
Preferred skills
7+ years wealth management experience, asset allocation knowledge, trust/fiduciary principles
Technologies
N/A
Responsibilities
Act as primary point of contact for client inquiries; serve as second-chair Relationship Manager for complex accounts; oversee administrative and operational tasks; manage junior team members; ensure compliance with investment policy statements and KYC requirements; prepare client meeting materials.
Seniority
Mid-Senior, hands-on IC