Sr. Client Associate, Latin America Private Banking & Wealth Management
$100k - $120kBrown Brothers Harriman & Co.
Position Overview Brown Brothers Harriman (BBH) is recruiting a Senior Client Associate (Sr CA) to join our Latin America private banking team in our New York office within the Capital Partners line of business. The Sr CA will provide primary support to multi‑family office (MFO) LATAM client relationships. Responsibilities Relationship Management – Independently serve as the primary support for all client relationships with minimal oversight; act as the first point of contact for client questions (e.g., tax checks, wire transfers, charitable gifts, client portal logins); oversee transactional activity and coordinate internally; proactively communicate with clients and manage onboarding. Investment Execution – Own account activity with senior RM, manage client communication and operations, guide junior associates in troubleshooting account issues, create communications for asset transfers, maintain meeting notes, and act as primary interface with BBH central teams. Risk Management & Administration – Exercise professional judgment, ensure compliance with investment policies, KYC, documentation, and risk reports; elevate issues to senior RM and oversee account maintenance. Business & Professional Leadership – Engage in professional networking to cultivate referrals; stay current on market activity; demonstrate professional behavior and serve as a model for peers. Qualifications BA/BS degree. 5+ years of relevant experience in a client support role within wealth management/private banking. Fluency in Spanish (professional proficiency or native). Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint). Strong problem‑solving, communication, and organizational skills. Ability to prioritize tasks and manage multiple projects. Team‑oriented interpersonal skills and analytical research ability. Independent, proactive client service orientation and strong time management. Location & Compensation Hybrid: 4 days per week in the New York City office. Base salary $100k‑$120k, plus annual bonus. BBH’s total rewards package includes competitive benefits, profit‑sharing and professional development opportunities. Equal Opportunity Employment We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity, sexual orientation, national origin, age, disability status, or any other protected status under federal, state or local law. #J-18808-Ljbffr Brown Brothers Harriman & Co.
$100k - $120k
...the best way to help our clients and advance our business... ...a Senior Client Associate to join our Latin America private banking team in our New York office... ...business. Relationship Management Independently serve as... ...a client support role Wealth Management/Private Banking...SeniorPrivateWork at officeLocal area- ...Senior Client Service Associate If you are a collaborative team member,... ...Service Associate within the Latin America Private Bank at JP Morgan you will... ...transaction processing and asset management. We offer a... ...Team J.P. Morgan Asset & Wealth Management delivers industry...SeniorPrivateWork at office
- ...Senior Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service,... ...you! As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will play a leadership role on a team...SeniorPrivateWork at office
$123.75k - $225k
## Private Banking - Banker / Sr Banker - Latin America Coverage - New YorkApplylocations: Madison Ave... ...in 9 core markets, and managed approximately €1.86 trillion... ...in total assets.Our Wealth Management & Insurance business... ...as a trusted advisor to clients and families, helping...SeniorPrivateHourly payFull timeContract workLocal areaShift work- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and... ...years of experience in the investment management industry Preferred qualifications,...SeniorPrivateWork at office
$120k - $150k
...goals is the best way to help our clients and advance our business. We take... ...professional to join as a Client Manager, supporting our Latin America Private Banking group. The Client Manager serves... ...job experience. 7+ years relevant wealth management experience preferred....PrivateWork at officeLocal area- Banco Santander SA is seeking a Private Banker focused on Latin America to manage high-net-worth clients. Your role includes building... ...relationships while delivering tailored wealth management solutions. The... .... Knowledge of cross-border banking and strong communication...SeniorPrivate
- A leading financial institution is seeking a Private Banker in New York to advise clients on wealth management. Candidates should have over 8 years of experience in private banking and a strong understanding of investments and financial planning. Spanish fluency is essential...SeniorPrivate
$75k - $125k
...the pinnacle of global wealth management. Goldman Sachs is... ...possess a deep passion for client service and the... ...investment management, banking and comprehensive advice... ..., data and design. Private Wealth Management (... ..., Miami (Florida and Latin America coverage), Philadelphia...SeniorPrivateFull timeTemporary workPart timeLocal area- ...Strategist to join J.P. Morgan Private Bank's LatAm & GFG Investment... ...research to our international clients, creating insights that... ...transaction processing and asset management. We offer a competitive... ...Team J.P. Morgan Asset & Wealth Management delivers industry...PrivateWork at officeLocal area
- ...challenges in Asset Management. As a Management Associate supporting the Head of Client Service Asset Management – Americas, you will work... ...leader in investment banking, consumer and... .... Morgan Asset & Wealth Management delivers... ...management and private banking solutions...PrivateImmediate start
$100k - $120k
...Brothers Harriman is looking for a Senior Client Associate to join their Latin America private banking team in New York. The position involves serving clients, managing transactions, and ensuring compliance, requiring over 5 years of wealth management experience, as well as...SeniorPrivateWork at office- ...fiduciary, tax and wealth management professionals, and... ...high net worth clients of Goldman Sachs Private Wealth Management.... ...investment management, banking, and comprehensive... ...(Florida and Latin America coverage), Philadelphia... ...firm, or as an associate practicing in the...PrivateWork at office
- ...Registered Wealth Management Client Associate NEW YORK, New York To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying...Seasonal workWork at officeWork from homeShift workDay shift
- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in‑...Seasonal workWork at officeWork from homeShift workDay shift
$25 - $45 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...Advisors and Wealth Management Client Associates help clients pursue the life they... ...insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-...Hourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift- ...Job Description J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global... ...products and services, brokerage and banking services including trusts and estates... ...asset managers for the Global Private Bank, and advising clients on allocations...SeniorPrivate
- U.S. Bank is seeking a Private Wealth Management professional in New York, NY to develop and manage relationships with high net worth clients. This role requires ten or more years of experience in private banking and a bachelor's degree or equivalent. Responsibilities...SeniorPrivateWork at officeFlexible hours
- J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Lower Westside)... ...success and the goals of the bank, while fostering a culture... ..., helping nearly half of America’s households and small... ...00-$300,000.00 1 week ago Associate Wealth Advisor, Schwab Wealth...PrivateFull time
$200k - $275k
...Job Title: Investment Banking: Latin America Debt Capital Markets... ...Origination Corporate Title: Associate-Vice President... ...multilateral) clients across all of Latin America... ...Syndicate, Liability Management, Sales and Trading, Rates... ...Corporate Bank, our Private Bank, our Investment...PrivateFull timeWork at officeLocal areaWork from home$120k - $150k
Brown Brothers Harriman is hiring a Client Manager for their Latin America Private Banking group. This role is essential in supporting clients with complex needs... .... The ideal candidate should have over 7 years of wealth management experience and proficiency in Spanish. The...PrivateWork at office- ...Merrill Wealth Management is a leading provider of comprehensive wealth management... ...Advisors and Wealth Management Client Associates help clients pursue the life they... ...insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an...Seasonal workWork at officeWork from homeShift workDay shift
- 2027 - Asset & Wealth Management - Global Private Bank Advisor Program (Summer Analyst) - LatAm We are looking... ...students passionate about client relationships and financial solutions... ...solutions to join our Analyst Program in Latin America. The program spans nine weeks,...PrivateFull timeSummer workInternshipVisa sponsorship
- ...About the program Our New Associate Program is a full-time program... ...senior professionals and clients. As a participant, you... ...opportunities About the division Wealth Management includes Private Wealth Management, Goldman Sachs Ayco and Private Banking, Lending & Deposits....PrivateFull timeWork at office
- Are you ready to shape the future of private banking for advisors at the world's premier global... ...focus on alternative investment and wealth management products. In this role, you will help... ..., institutional and government clients under the J.P. Morgan and Chase brands...SeniorPrivate
- ...are eager to build strong client relationships, we have an... ...dedicated to delivering wealth management solutions and fostering client... ...across Mexico, Central America, South America, and... ...Advisor Trainee in Global Private Bank within the Latin America team, you will gain...PrivateFull timeTraineeshipSummer workSummer internshipImmediate start
$200k - $300k
Citi Wealth at Work - Banker - Director Job Req Id: 25927976 Location... ...entire continuum of wealth clients. The unified business... ...family offices through Citi Private Bank, operates in the affluent and... ...Client and captures wealth management in the workplace through Citi...Private$185k - $300k
...Wealth & Investment Management Wealth & Investment Management (WIM) is one of the... ...and services to help meet clients' unique needs and to help... ...support their clients. Banking, Lending, & Trust (BL&T) is... ...and Credit Solutions, Private Wealth Portfolio Management...SeniorPrivateOngoing contractWork experience placementImmediate start- ...global leader in asset and wealth management with assets under supervision... ...$1.4 trillion. J.P. Morgan Private Bank has been helping the world’... ...the Private Bank provides clients with a global perspective... ...to perform all job duties associated with the role: FINRA SIE, Series...PrivateLocal area
- ...Associate Director (VP)- Investment Banking, Financial Sponsors Group -... ...in the US and Latin America, operating globally... ...provides our clients an important... ...and risk management products and services... ...coverage of private equity clients... ...banking, wealth management and...Private
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