Senior Relationship Manager — LATAM

Overview

• Executive Partners is partnering with a leading global private bank to recruit a Senior Relationship Manager for the Latin America (Lat Am) region, based in New York, USA. This strategic role will manage and grow a portfolio of high-net-worth and ultra-high-net-worth clients, delivering bespoke wealth solutions rooted in strong fiduciary trust and international expertise.
• Build and develop a portfolio of Latin American private clients from a New York hub.
• Deliver holistic wealth advice across investments, credit, FX and planning solutions.
• Coordinate with global product teams to deliver solutions within appropriate governance standards.

• Drive sustainable asset growth through disciplined acquisition and relationship deepening.
• Originate tailored solutions across advisory/discretionary, lending and structured investments.
• Maintain robust onboarding and ongoing due diligence aligned to relevant regulatory frameworks.

• 7–10+ years’ private banking experience with LATAM clients and demonstrated acquisition track record.
• Strong network with families, entrepreneurs and intermediaries across Latin America.
• English required;
  Spanish preferred;
  Portuguese a plus.

• Operate within applicable US and cross-border policies; ensure strong documentation and controls.
• Maintain high standards of KYC/AML, suitability and lifecycle monitoring.

• New York platform with international product access and specialist coverage.
• Competitive compensation aligned to sustainable growth and execution quality.

Compensation is highly competitive and structured according to seniority, experience, and the business plan presented (AUM, NNM, and the client portfolio).