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.
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.
Frequent minimal physical effort such as sitting, standing and walking is required for this role.