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Senior Wealth Manager, Mexican Market

1 month ago

Providence, Rhode Island, United States AP Executive Full time
Job Title: Senior Relationship Manager, Mexican Market

About the Role:

We are seeking a seasoned Senior Relationship Manager to oversee our Mexican High Net Worth (HNW) clientele base in the Bahamas. As a key member of our team, you will be responsible for prospecting and onboarding new clients, managing accounts, and conducting regular performance reviews to ensure alignment with client objectives.

Key Responsibilities:

  • Prospect and onboard new HNW clients to cultivate and expand your portfolio
  • Manage accounts and conduct regular performance reviews to ensure alignment with client objectives
  • Engage prospects and clients, offering tailored investment solutions and advisory services
  • Collaborate with investment professionals to deliver holistic wealth management solutions
  • Monitor market trends to effectively communicate their impact on client portfolios
  • Uphold a robust compliance culture, adhering to regulatory requirements and internal directives

Requirements:

  • Post-graduate degree such as a Master's, CFA, CIIA, or MBA
  • Minimum of 8-10 years of proven experience in acquiring Mexican HNW clients
  • Demonstrable success in building and managing a portfolio of Ultra HNW clients, with a focus on the Mexican market
  • Proficiency in investments, banking, and trust concepts, including asset allocation, portfolio management, and wealth planning
  • Fluency in both English and Spanish and a flexibility and willingness to relocate to the Bahamas

About AP Executive:

AP Executive is a leading executive search firm specializing in the placement of senior-level professionals in the financial services industry. We are committed to delivering exceptional results and building long-term relationships with our clients and candidates.