Head of Key Clients
Andbanc Wealth Management LLC
Miami, FL
Full-time
Advertising / Marketing / Public Relations
Posted on August 18, 2019
Head of Key Clients, Latin America sought to mng a team of 3 prtfolio mngrs & cust srvc prsonnel to ensure timely & accurate onbrdng of Key Clnts, implmntation of invstmnt plans, srvc stndrds, & resolution of any operational & relational prblms exp w/ such clients &/or their trnsctns w/ the co. Min reqs: Bach deg in fin, busin admin, econ, or rel + 7 yrs exp mngng or providing ovrsight of prtfolios of at least $200 mil in the agg, or rel. Exp in mngng a prtfolio mgmt dvision or sgmnt thereof for a lrge wealth mgmt firm, w/ resp for AUM of at least $200 mil; in a clnt-facing role wrkng w/ LatAm clnts; & in mrktng & acqstn of new HNW clnts. Dem knowl of Bloomberg systm, incl the API app for XL; Factset; Morningstar; & Reuters. Will to trvl int'lly approx 10 trps/yr of approx 3 dys/trp. Res to: Andbanc Wealth Management LLC, Attn: J. Frances, 1221 Brickell Ave, Ste 1050, Miami, FL 33131.