Banker [Multiple Positions Available]

DESCRIPTION:

Duties: Conduct comprehensive financial and wealth planning analyses to identify and address high net worth (HNW) and ultra-high net worth (UHNW) Latin American (LATAM) clients' unique objectives, ensuring alignment with their long-term investment goals and family wealth structures, while using the Spanish language to validate the clients' current investment objectives and to prepare recommendations for appropriate investment products. Utilize advanced financial modeling and market analysis to tailor solutions that meet LATAM clients' evolving needs, and meet solo with HNW and UHNW clients to provide sophisticated advisory services on portfolio construction and investment strategies, communicating these strategies to clients in Spanish. Perform market analyses and research to proactively identify and independently contact possible new HNW and UHNW Argentine, Chilean and Uruguayan private client prospects. Most tasks and communications are conducted in Spanish. Bas...