Senior Relationship Manager — US Onshore; Miami

Overview

• Executive Partners is partnering with a leading global private bank to recruit a Senior Relationship Manager for the United States (Onshore) region, based in Miami, USA. This strategic role will manage and grow a portfolio of high-net-worth and ultra-high-net-worth clients, delivering bespoke wealth solutions rooted in strong fiduciary trust and international expertise.
• Build and develop a portfolio of US onshore private clients from Miami.
• Deliver holistic advice across investments, credit and planning solutions.
• Partner with internal specialists to deliver tailored outcomes for complex client needs.

• Drive sustainable client acquisition and deepen existing relationships.
• Originate advisory and lending solutions aligned with client objectives and risk appetite.
• Maintain strong documentation, suitability discipline and ongoing monitoring.

• 7–10+ years’ US onshore private banking experience with demonstrated acquisition capability.
• Strong network in South Florida/US private wealth ecosystem.
• English required;
  Spanish advantageous.

• Operate within applicable US regulatory and internal governance frameworks; no compromise on documentation quality.
• Maintain KYC/AML, suitability and lifecycle monitoring standards.

• Miami platform with strong product access and specialist coverage.
• Competitive compensation aligned to sustainable growth and execution quality.

Compensation is highly competitive and structured according to seniority, experience, and the business plan presented (AUM, NNM, and the client portfolio).