Client Manager, Latin America Private Banking & Wealth Management

About the role

The Client Manager serves as a key partner to the Relationship Manager Team Leader, providing comprehensive support for our LATAM Multi-Family Office clients, including those with complex needs. This role independently supports client relationships from an operational standpoint, ensuring the seamless execution of daily activities, resolving issues, and materially contributing to client satisfaction and retention.

Responsibilities

• Act as the primary point of contact for clients, delivering prompt resolution of inquiries and requests while driving client satisfaction and long-term retention.
• Serve as second-chair Relationship Manager for larger, more complex relationships, providing essential support to the lead RM OR independently serve as the primary relationship contact for less complex client relationships with little or no oversight from senior RM or RM Team Leader.
• Help prepare client meeting materials, support client meetings with active participation. May prepare but not present materials for larger/more complex clients.
• Supports business metrics for the relationship including existing fee schedules, profitability or relationships and relationship time management.
• Client Activity Management
• Oversee administrative and operational tasks to ensure a smooth workflow within the team.
• Oversee junior team members for account opening/maintenance/closing requests and as they troubleshoot account issues such as portfolio reporting/activity, client reference data.
• Oversee all account maintenance activities, including, documentation, meeting materials and performance evaluations.
• Risk Management & Administration
• Exercise sound, professional judgment on behalf of clients, while avoiding risks to the firm and demonstrate 100% adherence to the compliance requirements of the business, including Investment Policy Statements, Know Your Customer requirements, completing documentation and written records of meetings and discussions.
• Elevate high level risk issues to senior RM and/or TL.
• Ensure total compliance at the account level and oversee and respond to all compliance reports (i.e., overdraft reports, approved trades, delinquent documentation, IPSs).
• Business & Professional Leadership
• Keep abreast of internal/external market activity and be well read and become conversant on overall market tends, including but not limited to, reading the Wall Street Journal daily.
• Manage self (e.g., EDP completion) to develop professionally and personally by utilizing the internal resources at BBH.
• Always represent professional behavior and etiquette and serves as a model for other employees.
• Manage and/or mentor junior team members.
• Support the execution of strategic initiatives that align with team goals.

Qualifications

• BA/BS required and/or equivalent job experience
• 7+ years relevant wealth management experience preferred
• Spanish language a must; Professional Proficiency or Native
• Excellent client service skills
• Superior oral/written communication, analytical and thought leadership skills
• Strong team player and work ethic

Benefits

This role is based in our New York City location and is a hybrid role with a minimum of 4 days per week in person. Salary Range $120k-$150k base salary + annual bonus target BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.