Brown Brothers Harriman (BBH)

Brown Brothers Harriman (BBH)

Client Manager, Latin America Private Banking & Wealth Management

New York

Sponsorship not specified$120k-$150kDetected 30 days ago
LeadershipCommunicationMentoringPublic Speaking

About the role

  • At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships.
  • We know that supporting your professional and personal goals is the best way to help our clients and advance our business.
  • Brown Brothers Harriman is currently recruiting an experienced professional to join as a Client Manager, supporting our Latin America Private Banking group.

Responsibilities

  • Serve as second-chair Relationship Manager for larger, more complex relationships, providing essential support to the lead RM OR independently serve as the primary relationship contact for less complex client relationships with little or no oversight from senior RM or RM Team Leader.
  • Help prepare client meeting materials, support client meetings with active participation. May prepare but not present materials for larger/more complex clients.
  • Supports business metrics for the relationship including existing fee schedules, profitability or relationships and relationship time management.
  • Manage self (e.g., EDP completion) to develop professionally and personally by utilizing the internal resources at BBH.
  • Manage and/or mentor junior team members
  • Support the execution of strategic initiatives that align with team goals
  • Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges.
  • Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts.
  • Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.
  • Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers.

Requirements

  • BA/BS required and/or equivalent job experience
  • Professional Proficiency or Native
  • Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management.
  • Spanish language a must; Professional Proficiency or Native
  • Excellent client service skills
  • Superior oral/written communication, analytical and thought leadership skills
  • Basic understanding of asset allocation, trust and fiduciary principles
  • Strong team player and work ethic

Nice to have

  • 7+ years relevant wealth management experience preferred

Skills

  • Delivering for our clients and each other energizes us.
  • BBHers can pick up the phone and call any colleague, and they are happy to help.

Compensation

  • $120k-$150k base salary + annual bonus target
  • BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing.
  • The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations.

Benefits

  • Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.
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