Private Banking - Senior Banker

About the role

The Private Banker will manage and grow a portfolio of high-net-worth clients connected to Latin America, providing personalized wealth management solutions. They serve as trusted advisors, deepening relationships, acquiring new clients, and coordinating with investment, credit, and wealth planning teams to deliver tailored strategies.

Responsibilities

• Build, manage, and retain relationships with HNW clients in Latin America.
• Grow Assets Under Management through client acquisition and relationship expansion.
• Act as the main client contact, collaborating with specialists to offer customized solutions.
• Provide market insights and evaluate investment opportunities.
• Identify cross-border banking, lending, and investment needs leveraging the global platform.
• Develop strategies to expand the client base and maximize cross-business opportunities.
• Ensure compliance with KYC, AML, suitability, and regulatory standards.

Requirements

• Proven experience managing HNW clients across Latin America.
• Success in meeting AUM and client acquisition targets.
• Strong knowledge of investments, wealth planning, credit, and risk management.
• Experience with cross-border clients and international wealth needs.
• Excellent interpersonal, organizational, and communication skills.
• Ability to collaborate with internal teams and partners.

Preferred Attributes

• Fluency or proficiency in Portuguese; conversational Spanish preferred.
• Existing network of HNW/UHNW clients in Latin America is highly desirable.