LATAM Private Banking: Senior Client Services Lead
Aumni
TwinThread is seeking a Senior Client Service Associate to enhance client relationships within the Latin America Private Bank. This role will involve serving as the primary contact for service-related needs, ensuring flawless execution of client requests and inquiries. Candidates must have FINRA licenses and at least 3 years of investment management experience. A college degree is preferred. Responsibilities also include collaboration with various teams to facilitate client transactions and uncover additional business opportunities. #J-18808-Ljbffr Aumni
$65k - $83k
J.P. Morgan seeks a Senior Client Service Associate in Houston, TX, to maintain and deepen client relationships in the Latin America Private Bank. The role involves serving as the primary contact for clients, ensuring exceptional service, and collaborating with various...SeniorPrivate- ...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 enriching client relationships. You will serve as the primary point of contact for all service...SeniorPrivateWork at office
$76k - $125.3k
...serving the global financial services marketplace and the... ...side with a range of clients from our most venerable... ...dynamic new entrants across Banking and Capital Markets,... ...hedge fund and Private equity K-1s Researching... ...confidence to challenge senior colleagues and stakeholders...SeniorPrivateWork experience placementSummer holidayLocal areaFlexible hours- ...self-starter with a passion for client service, the desire to work closely... ...planning, investment management, banking and comprehensive advice to a wide... ...our clients and customers, and leading-edge technology, data and design. Private Wealth Management (PWM)...SeniorPrivateLocal area
- First Horizon Bank in Houston, Texas, is seeking a Private Client Relationship Manager to provide business depository, treasury management, and lending solutions... ...years of experience in Private Banking or Financial Services, along with a Bachelor's Degree. The successful...SeniorPrivateLocal area
- ...Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management... ...orders, fixed income trades and private investments. Provide support... ...planning, liabilities planning, banking & lending solutions, mortgages and...SeniorPrivateLocal area
- ...for all online related needs of our Private Banking clients, advisors, and client service specialists. He/she is responsible... ...and verbally) in Spanish Lead and participate in client outreach... ...Specialist and work closely with the LatAm & GFG Management team. Handle operational...Private
- ...Management Professional, Senior Analyst - Houston... ...starter with a passion for client service, the desire to work closely... ...investment management, banking and comprehensive... ...clients and customers, and leading-edge technology, data and design. PRIVATE WEALTH MANAGEMENT (PWM)...SeniorPrivateFull timeTemporary workWork at officeLocal area
- Senior Private Client Relationship Manager Job Category: Banking Requisition Number: SENIO016650 Posted: April 20, 2026 Full-Time On-site Locations Showing 1... ...work experience in Private Banking or Financial Services Bachelor’s Degree required Proven sales success...SeniorPrivateFull timeTemporary workWork experience placementLocal area
- ...Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan... ...for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving...PrivateWork at office
- A leading financial institution in Houston is seeking a Client Service Associate to enhance client relationships within the U.S. Private Bank. In this role, you will be responsible for managing service-related needs and ensuring exceptional client service in a fast-paced...PrivateWork at office
- J.P. Morgan is seeking a Client Service Associate for its Latin America Private Bank division in Houston. This role involves maintaining and enhancing client relationships while ensuring smooth execution of service-related requests. Ideal candidates are required to possess...PrivateWork at office
- TwinThread seeks a Client Service Associate for its Private Bank in Houston, Texas. This role involves providing exceptional service to high-net-worth clients, collaborating with various teams, and fulfilling client requests efficiently. Candidates must possess FINRA Securities...PrivateWork at office
- J.P. Morgan in Houston is seeking a Private Banker to manage client relationships and provide expert financial advice. The ideal candidate... ...will have over six years of experience in Private Banking or Financial Services and a Bachelor’s Degree. Responsibilities include managing...SeniorPrivate
- ...Overview First Horizon Bank is seeking an... ...Derivatives Marketer to lead the design and execution of client driven commodity hedging... ...exclusively on the servicing of lending clients... ...Division) Level: Senior Vice President Key Responsibilities... ...offer commercial, private banking, consumer,...SeniorPrivateFlexible hours
- ...Job Description As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching... ...Asset & Wealth Management delivers industry-leading investment management and private banking...SeniorPrivateWork at office
- ...and are eager to build strong client relationships, we have an... ...an Advisor Trainee in Global Private Bank within the Latin America team... ...and deliver first‑class client service tailored to their unique needs... ...training and mentorship from senior leaders to projects that engage...PrivateFull timeTraineeshipSummer workSummer internship
$149.52k - $175.9k
...At U.S. Bank, we're on a journey to do our... ...seeking an experienced Senior Relationship... ...portfolio of large private and regional homebuilders... ...homebuilder clients across the United States... ...Management Serve as the lead relationship... ...products and services Portfolio Management...SeniorPrivateTemporary workWork at officeLocal area3 days per week- Texas Capital Bank is seeking an experienced banking professional to manage client relationships and develop investment strategies in Houston, Texas. The ideal candidate... ...a minimum of 10 years in banking, preferably in private banking, and possess strong interpersonal and...SeniorPrivate
- Texas Capital Bank in Houston is seeking a seasoned professional... ...banking experience, ideally in private banking. The successful candidate... ...manage ultra-high net-worth client relationships, deliver... ...offering comprehensive advice and services tailored to their goals. #J-1...SeniorPrivate
- ...and are eager to build strong client relationships, we have an... ...an Advisor Trainee in Global Private Bank within the Latin America team... ...and deliver first-class client service tailored to their unique needs... ...training and mentorship from senior leaders to projects that engage...PrivateFull timeTraineeshipSummer workSummer internshipImmediate start
- Texas Capital Bank in Houston is looking for a seasoned banking professional to manage client relationships and provide comprehensive wealth management solutions. The successful... ...generate new clients and deliver exceptional service to a specific portfolio. With a minimum of 10...SeniorPrivate
- ...investments for select clients who share our... ...relationship driven Senior Investment... ...high-touch client service, developing and maintaining... ...families · Lead onboarding and ongoing... ...roundtables, and private client seminars... ...management, private banking, investment advisory...SeniorPrivateWork at officeLocal area
- ...job posting Summary The Private Client Relationship Manager (PCRM)... ...approach, providing customized banking, lending, and wealth... ...commitment to excellence in client service. Essential Duties and Responsibilities... ...internal specialists. Lead client conversations with...PrivateWork at office
- PNC Financial Services Group, Inc. is seeking a Banking Advisor III in Houston, TX, to provide guidance on credit and cash management for high-net-worth clients. This in-office role emphasizes team collaboration and a supportive workplace culture, ensuring employees can...SeniorPrivateWork at office
$169.6k - $254.4k
As a Citi Private Bank (CPB) Deposit & Treasury Management Sales Specialist, you will work closely with Private Banker teams within your... ...region to assist in generating new business from prospective clients and deepening and supporting existing clients. Responsibilities...SeniorPrivateFull timeWork experience placementShift work$200k
Overview Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand... ...to deliver quality Private Bank client relationships (solutions and services) in an intensely... ...sectors Prospecting - generate leads and develop prospects, network...PrivateFull time- ...posting. The IT Developer Senior will ensure solid... ...Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates... ...in Memphis, TN, the banking subsidiary First... ...subsidiaries offer commercial, private banking, consumer,...SeniorPrivate
- ...Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global... ...provides retirement products and services, brokerage and banking services including trusts and estates... ...alternative platform offering fits the Global Private Bank strategy within a market context...SeniorPrivate
- ...& Wealth Management, with client assets of $2.4 trillion, is... ...retirement products and services, brokerage and banking services including trusts... ...offering fits the Global Private Bank strategy within a market... ...Management delivers industry-leading investment management and...SeniorPrivate
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to LATAM Private Banking: Senior Client Services Lead. Be the first to apply!
- early intervention service coordinator Houston, TX
- member services coordinator Houston, TX
- service lead Houston, TX
- family service coordinator Houston, TX
- service coordinator Houston, TX
- service team leader Houston, TX
- medical staff services coordinator Houston, TX
- food service coordinator Houston, TX
- private wealth advisor Houston, TX
- private equity intern Houston, TX

