Banker (Multiple Positions Available)

DESCRIPTION:
Duties: Provide wealth management advice and solutions to high-net-worth (HNW) and ultra-high-net-worth (UHNW) families in Latin American (LATAM), specifically Peru, using the Spanish language to communicate with clients. Address clients' complex financial issues and propose innovative wealth management solutions. Navigate cross-border transactions within and across different LATAM countries, ensuring smooth and compliant international operations. Advise clients on their options for wealth preservation in Peru while fulfilling other financial needs such as credit, investments, or banking. Protect and maintain client confidentiality during investment discussions in accordance with country-specific laws and regulations. Provide a holistic approach to the client's balance sheet, using the Spanish language to present options to clients. Advise clients on investment strategies and structure financial products that minimize legal and financial risks to both clients and the ba...