Bachelor's degree required, or equivalent professional experience.
Proven track record building and managing a book of HNW clients, across different countries in Latin America.
Demonstrated success meeting AUM, net new money, and client acquisition targets.
Strong knowledge of investments, wealth planning, credit, lending, and risk management.
Experience working with cross-border clients and complex international wealth needs.
Strong understanding of KYC, AML, suitability, and cross-border regulatory frameworks.
Excellent interpersonal, organizational, and communication skills.
Ability to collaborate effectively with investment advisors, product specialists, and internal partners.
Education
Fluency or professional proficiency in Portuguese strongly preferred.
Conversational Spanish preferred.
Existing network of HNW or UHNW relationships in the Latin America region is highly desirable.
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.
