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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in wealth management, client relationship management, and business development within the Private Banking sector, particularly for ultra-high net worth individuals in the Latin American market. Proficient in asset allocation, investment management, and holistic financial planning while adhering to regulatory guidelines.
Highest-signal resume keywords
Private Banking ExperienceClient Relationship ManagementBusiness DevelopmentSeries 65 CertificationFluency in Spanish
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Wealth ManagementInvestment ManagementAsset AllocationFinancial PlanningRisk Management
Soft Skills
Client Experience FocusProactive Problem SolvingExceptional CommunicationStrong Organizational SkillsPresentation Skills
Certifications & Qualifications
Series 65CFAMBACFP
Industry Keywords
High Net Worth IndividualsUltra High Net WorthFinancial ServicesLatin American MarketBusiness Acquisition
About the role
Key responsibilities & impact- Advise families on building, preserving and managing their wealth
- Advise current clients on all aspects of their balance sheet
- Generate new client acquisition
- Manage and maintain client relationships by understanding client needs, providing targeted advice, developing solutions, and delivering an exceptional client experience
- Generate business results and acquire new assets from existing clients and new client acquisition
- Advise clients on asset allocation, investment management, wealth planning, insurance, and their overall balance sheet
- Partner with internal specialists to provide interdisciplinary expertise
- Ensure proposed solutions meet client needs and objectives through holistic goals-based planning
- Adhere to risk and control policies, regulatory guidelines, and security measures
- Travel frequently to regions to engage with clients and prospects and complete feedback forms
Requirements
What you’ll need- Six plus years of work experience in Private Banking or Financial Services developing business with ultra-high net worth and/or high net worth individuals and families in the Latin American Market
- Bachelor’s Degree required
- MBA, or CFP preferred
- Series 65 or its equivalent (i.e. CFA) - MANDATORY
- Proven sales success and strong business acumen
- Established book of business with a strong community presence and an extensive professional network
- Focuses on the client experience and works tirelessly on the client’s behalf
- Proactive, takes initiative, and uses critical thinking to solve problems
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
- Full professional fluency in Spanish
Benefits
Comp & perks- Generous employee benefits package
- Discretionary bonus eligibility for successful candidates
- Hybrid work arrangement