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Wealth Manager, Broker/Dealer & Banking Executive Search

 

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Miami, FL USA
Miami, Houston, LA &NYC

Private Bank seeking Bankers & Portfolio Manager with >6 years of experience. The ideal candidate will be committed to working with a significant number of client accounts while improving investment performance & generating new, organic business.

Candidate must be able to articulate why existing clients would consider a move to a new firm and plan to migrate AUM in an orderly, timely fashion.

Candidates do not necessarily need to be licensed.

-Fluency in Spanish required or Portuguese.

Email questions or interest to scott@elevationsearch.com

submit your cv

Miami, FL USA
Miami & New York, NY USA

Top Global Broker/Dealer looking for a Banker to focus on UHNW clients in the LatAm region. Brazil, Colombia, Peru, Chile & Mexico are top choices with Southern Cone, Central America and Caribbean as well with vanilla business .

Series 7, 66.

-Fluency in Spanish required or Portuguese.

Email or call for a confidential conversation- scott@elevationsearch.com

submit your cv

Miami, FL USA
Miami & New York, NY USA

Top Global Bank looking for a Senior Compliance executive to manage risk/compliance responsibilities. Client is a house hold name and extremely well respected throughout Global Banking community.

AML, KYC, Patriot Act, FINRA knowledge at a minimum. Must be comfortable working with auditors and running the internal pieces necessary to successfully complete &remedy the audit. Ideal candidate can speak to current trends and historical events to some degree.

Ideally looking for someone with 8+ years experience.

Spanish/English Fluent . . . Portuguese would be a plus

Email questions or interest to scott@elevationsearch.com

submit your cv

San Francisco, CA USA
Tier 1 Bank with excellent name recognition, stability seeking Southern Cone, Andean & Central America/Caribbean bankers in Miami. T12 of >$750K or Minimum $100MM AUM. This client weathered the financial crisis and continues to grow,

- Incentive compensation
- Generous travel budget
- Senior Management support as needed
- flat Organizational structure

Email or call for a confidential conversation.

submit your cv

New York, NY USA
Tier 1 Bank with excellent name recognition, stability seeking Southern Cone, Andean & Central America/Caribbean bankers in NYC. T12 of >$750K or Minimum $100MM AUM. This client weathered the financial crisis and continues to grow,

- Incentive compensation
- Generous travel budget
- Senior Management support as needed
- flat Organizational structure

Email or call for a confidential conversation.

submit your cv
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// Featured Position

Miami, FL USA 07.14.2014
Miami, Houston, LA &NYC

Private Bank seeking Bankers & Portfolio Manager with >6 years of experience. The ideal candidate will be committed to working with a significant number of client accounts while improving investment performance & generating new, organic business.

Candidate must be able to articulate why existing clients would consider a move to a new firm and plan to migrate AUM in an orderly, timely fashion.

Candidates do not necessarily need to be licensed.

-Fluency in Spanish required or Portuguese.

Email questions or interest to scott@elevationsearch.com

submit your cv