Duties: Conduct comprehensive financial and wealth planning analyses to identify and address high net worth (HNW) and ultra-high net worth (UHNW) Latin American (LATAM) clients' unique objectives, ensuring alignment with their long-term investment goals and family wealth structures, while using the Spanish language to validate the clients' current investment objectives and to prepare recommendations for appropriate investment products. Utilize advanced financial modeling and market analysis to tailor solutions that meet LATAM clients' evolving needs, and meet solo with HNW and UHNW clients to provide sophisticated advisory services on portfolio construction and investment strategies, communicating these strategies to clients in Spanish. Perform market analyses and research to proactively identify and independently contact possible new HNW and UHNW Argentine, Chilean and Uruguayan private client prospects. Based on financial and market analyses/research, autonomously provide wealth management advice and solutions to HNW and UHNW families in LATAM, specifically in Argentina, Chile, and Uruguay, using the Spanish language to communicate with clients. Address clients' complex financial issues and propose innovative wealth management solutions. Responsible for client experience and engaging resources to deliver a complete wealth management solution. Use the Spanish language to market and implement investment, banking, financing, and fiduciary solutions to HNW and UHNW clients from Argentina, Uruguay and Chile. Leverage senior-level relationships with specialists, and coordinate their advice to clients on defining and implementing portfolio investment strategy, in structuring and executing credit and lending transactions, and in defining and implementing succession and fiduciary plans. Build trust with clients and effectively manage relationships by communicating with them in their native Spanish language. Ensure that proposed solutions and services achieve the clients' needs, goals, and objectives. Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists, and that accounts are properly maintained and serviced. Perform all necessary duties to maintain in good order the firm's books and records with respect to private clients, including fulfilling know-your client duties, observing cross-border regulations, collecting and updating client information, and addressing anti-money laundering obligations. Independently contact, prospect, and convert leads to new private clients. Provide on-the-job training to junior staff. Travel to the LATAM (Argentina, Uruguay, and Chile) region to meet clients. This position requires up to 40% international travel to Argentina, Chile, and Uruguay to visit various client sites.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Economics, Business Administration, Finance, Management, or related field of study plus three (3) years of experience in the job offered or as Banker, Associate/Analyst (Investment/Banking), Trader, or related occupation. The employer will alternatively accept a Master's degree in Economics, Business Administration, Finance, Management, or related field of study plus one (1) year of experience in the job offered or as Banker, Associate/Analyst (Investment/Banking), Trader, or related occupation.
Skills Required: This position requires one (1) year of experience with the following skills: achieving financial sales success facing ultra-high net worth (UHNW) private clients; obtaining referrals of prospective Argentinean, Chilean, and Uruguayan clients; prospecting Argentinean, Chilean, and Uruguayan UHNW individuals and converting prospects to clients with portfolios of market value of at least $25 million; Argentinean, Chilean, and Uruguayan UHNW private client relationship management and team management; asset allocation, portfolio construction and portfolio reviews; marketing of traditional portfolio investments including equity, fixed income, foreign exchange, securities and mutual funds; marketing of options and derivatives including equity options, interest rate derivatives, and foreign exchange derivatives; marketing of alternative investments including private equity funds and hedge funds; marketing of deposit solutions, margin loans and structured loans; basic trust and estate planning advisory and identification of wealth and succession planning opportunities; connections within Argentinean, Chilean, and Uruguayan private banking UHNW individuals and Argentinean, Chilean, and Uruguayan family-owned business community; relationship with Argentinean, Chilean, and Uruguayan professional centers of influence, such as Argentinean, Chilean, and Uruguayan law firms, tax advisors, and Argentinean, Chilean, and Uruguayan multifamily advisor community; managing and developing relationships with UHNW clients in Argentina, Chile, and Uruguay; understanding of political, economic and business environment in Argentina, Chile, and Uruguay; and Argentina, Chile, and Uruguay corporate law, and personal tax concepts. Assessing and mitigating risks associated with financial transactions; handling sensitive financial information in compliance with country-specific privacy laws; direct sourcing, client acquisition, and building a client base and network in LATAM. This position requires oral, auditory, and written fluency in the Spanish language. This position requires the following licenses: FINRA Series 7; FINRA Series 66; and FINRA SIE.
Job Location: 1450 Brickell Avenue, Miami, FL 33131. This position requires up to 40% international travel to Argentina, Chile, and Uruguay to visit various client sites.
Full-Time.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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