Requires a Bachelors degree, or foreign equivalent, in Management, Finance, Economics, Government International Relations, Engineering, Law or related field and 5 years of progressive, postbaccalaureate experience as a Financial Advisor, Private Banker, Corporate Manager or related position providing financial and investment services to Ultra High Net Worth international clients. 5 years of experience must include Investments market analysis and developing investment strategy; Asset allocation including derivatives, fixed income, equities and mutual funds; Analysis of PE ratios, Earnings per share, cost analysis on funds, fund comparisons by sector using Morningstar, Bloomberg and Excel; Managing portfolios of offshore clients; Offshore securities and investment general regulatory framework; AML screening programs; Presenting KPI metrics; At least 1 year must include US securities and investment regulatory frameworks including General Securities Regulation. Requires verbal and written fluency in Spanish. Up to 20 international travel required. Proof of full vaccination against COVID19 required prior to commencing employment.

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