Senior Latam Financial Advisors - Individuals or Teams 

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

If you are interested in this position, please send your resume and cover letter to [email protected]

We look forward to hearing from you!