Genesis Global Group is currently looking for a Private Banker to work on the LATAM Desk for a leading Investment Bank with a presence in over 30 countries.  This is a fantastic opportunity to join a rapidly growing team with amazing financial and career opportunities available.

 

The client offers wealthy clients comprehensive support on all of their financial & heritage issues.  The Wealth Management teams develop financial and asset management solutions to the expectations and needs of international customers.

 

Job description:

 

·         Design and implement a marketing strategy to generate new business in the LATAM region

·         Establish basic key prospects and increase the clients market share in the region.

·         Implement the marketing operation in compliance with the objectives of growth and profitability

·         Working with customers - informing and advising them with regards to management of their assets, while ensuring a

          comprehensive approach

·         Sell products and services corresponding to customer needs (financial and non-financial offers), providing a service and high

          quality advice in respect of the MiFID Regulations and Compliance Group

·         Comply with local regulations Attracting, retaining & expanding client relationships.

·         Seeking introductions and referrals from client to grow the portfolio.

·         Being the first-point of contact for prospective and current clients – managing the relationship & offering an outstanding service.

·         Producing risk analysis for clients on a regular basis.

·         Work effectively across numerous internal and external teams (accountants, lawyers and clients).

 

Experience:

·         Higher education in economic or financial guidance is preferable.

·         3+ years of experience in working with LATAM customers.

·         Experience in Asset / Portfolio Management and Corporate Banking is an added advantage

·         The ideal candidate should have vast prior experience of working with HNW individuals and have excellent knowledge of the

          industry.

 

In order to apply for this role, please forward your most up to date CV and quote the Job Title and Reference number.

 

 

TAGS: Private Banker – PB – LATAM – Luxembourg - HNW - UHNW