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Job description
Senior Latam Financial Advisors
Our client is looking for select Senior Latam Financial Advisors and teams to join our team. The ideal candidate will have a strong understanding of the Latam market and a proven track record of success in advising UHNW clients.
Responsibilities:
Develop and maintain relationships with UHNW clients in Latam
Minimum revenue is 500K and above
Provide financial advice and guidance to clients
Manage client portfolios and execute investment strategies
Identify and pursue new business opportunities
Qualifications:
Bachelor's degree in finance or a related field
5+ years of experience in financial advising
Strong understanding of the Latam market
Proficiency in Spanish and English
Excellent communication and interpersonal skills
A commitment to providing exceptional client service
Worksite address
miami, FL, 33222, US
Who can apply
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