Private Banking - Banker / Sr Banker - Latin America Coverage - New York
$123,750–$225,000 year
On-site · New York City, New York, United States
Job Summary
Private Banker focused on the Latin America region in New York, building and managing a high-net-worth client portfolio, growing assets under management, coordinating across investment, credit, and wealth-planning teams, and delivering cross-border wealth solutions. Leverages global platform and local partnerships to deliver tailored investment and advisory solutions, while ensuring KYC/AML/compliance and regulatory readiness. Requires a Bachelor’s degree (or equivalent) and a proven track record with HNW clients across Latin America; fluency in or proficiency with Portuguese and Spanish is preferred. Base pay range stated. Frequent collaboration with investment advisors, product specialists, and internal partners to provide high-touch client service and to expand cross-business opportunities.
Required Qualifications
- Bachelor’s degree required, or equivalent professional experience.
- Proven track record building and managing a book of HNW clients across different countries in Latin America.
- Demonstrated success meeting AUM, net new money, and client acquisition targets.
- Strong knowledge of investments, wealth planning, credit, lending, and risk management.
- Experience working with cross-border clients and complex international wealth needs.
- Strong understanding of KYC, AML, suitability, and cross-border regulatory frameworks.
- Excellent interpersonal, organizational, and communication skills.
- Ability to collaborate effectively with investment advisors, product specialists, and internal partners.
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.