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Senior Relationship Manager, Mexican Market Expert

2 months ago

Providence, Rhode Island, United States AP Group Ltd Full time
About the Role

AP Group Ltd is seeking a seasoned Senior Relationship Manager to oversee its Mexican High Net Worth (HNW) clientele base. As a key member of our team, you will be responsible for acquiring and retaining HNW clients, leveraging your profound knowledge across investments, banking, trust services, and financial planning.

Key Responsibilities
  • Prospect and onboard new 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 High Net Worth clients.
  • Demonstrable success in building and managing a portfolio of Ultra High Net Worth 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.