Wealth Management Director

Job Description

• Develop and maintain relationships with High Net Worth clients (with investments of $10MM and up) and serve as the clients’ trusted advisor and primary contact for strategic advice on financial matters.
• Analyze and apply internal policies and procedures targeted wealth management strategies and oversee development of tailored investment products.
• Market specialized investment products (including hedge funds, mutual funds, capital markets, private equity, fixed income, derivatives, and futures), successor planning, and other wealth management services to high net worth clients.
• Develop and adapt a disciplined sales process to convert prospects into target market clients.
• Assemble and orchestrate resources to ensure appropriate level of client service.

Requirements

• Must have an existing book of business or possess extraordinary contacts with high net worth individuals in Latin America.
• Experience developing relationships with and marketing specialized investment products and wealth management services to high net worth clients in specific LATAM territory.
• MBA required
• Bilingual, English and Spanish
• 10 + years of Experience