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Miami

Latest Mandates

Managing Director/Director, Relationship Manager, Brazil Coverage, Bulge Bracket Wealth Management Platform, Miami

Requirements

Private BankingLATAMManaging DirectorDirectorMiami9-15 Years Experience

Experience

Wealth ManagementUHNWIHNWIFamily Office

Responsibilities

Client CoverageOriginationInvesting

Senior Relationship Manager, Latin America U/HNW Wealth Management, Global Top Tier Private Bank, Miami

Requirements

Private BankingLATAMManaging DirectorDirectorVice PresidentMiami7-15 Years Experience

Experience

Wealth ManagementFamily-Owned BusinessStructured FinanceHNWIUHNWI

Responsibilities

OriginationPitchingResearchInvestingDue DiligenceValuationExecutionClient CoverageNegotiations
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