Apply on Employer Site

Brown Brothers Harriman · 1 day ago

Client Manager II - Latin America

New York, United States

Full-time

Onsite

Senior Level

$120K/yr - $150K/yr

7+ years exp

Brown Brothers Harriman is a premier global financial services firm, known for premium service and a partnership approach to client management. The Client Manager serves as a key partner to the Relationship Manager Team Leader, providing comprehensive support for Multi-Family Office clients, ensuring client satisfaction and retention through effective relationship management and operational support.

BankingFinancial ServicesSecurity

H1B Sponsor Likely

Responsibilities

Act as the primary point of contact for clients, delivering prompt resolution of inquiries and requests while driving client satisfaction and long-term retention

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 manager 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, including independently present portfolio reviews; 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

Oversee administrative and operational tasks to ensure a smooth workflow within the team

Serve as first call for portfolio related questions (e.g., Investments / Asset Allocation / Performance)

Implement and oversee all core portfolio activities to meet individual client goals and objectives

Independently own accounts and in conjunction with more senior RMs (as applicable) and Central Account Team, make all investment decisions

Oversee junior team members for account opening/maintenance/closing requests and as they troubleshoot account issues such as portfolio reporting/activity, client reference data

Serve as primary interface on behalf of client with central management teams within BBH by coordinating internal resources and communication

Exercise sound, professional investment judgment on behalf of clients, while avoiding risks to the firm and demonstrate 100% adherence to the compliance requirements of the business, including Investment Policy Statements, Know Your Customer requirements, completing documentation and written records of meetings and discussions

As primary day to day contact point with clients, elevate high level risk issues to senior RM and/or TL

Ensure total compliance at the account level and oversee and respond to all compliance reports (i.e., overdraft reports, approved trades, delinquent documentation, IPSs)

Oversee all account maintenance activities, including, documentation, meeting materials and performance evaluations

Keep abreast of internal/external market activity and be well read and become conversant on overall market tends, including but not limited to, reading the Wall Street Journal daily

Manage self (e.g., EDP completion) to develop professionally and personally by utilizing the internal resources at BBH

Always represent professional behavior and etiquette and serves as a model for other employees

Manage and/or mentor junior team members

Support the execution of strategic initiatives that align with team goals

Qualification

Wealth management experienceCFA certificationSpanish language proficiencyClient service skillsAnalytical skillsAsset allocation knowledgeOral/written communicationTeam playerWork ethicMentoring skills

Required

BA/BS required and/or equivalent job experience

Excellent client service skills

Superior oral/written communication, analytical and thought leadership skills

Knowledge of asset allocation, trust and fiduciary principles

Strong team player and work ethic

Preferred

7+ years relevant wealth management experience preferred

Spanish language a must; Professional Proficiency or Native

CFA, CFP, and/or MBA preferred

Benefits

Discretionary bonuses

Profit-sharing

Long-term savings

Healthcare

Income protection

Professional development opportunities

Time off

Company

Brown Brothers Harriman

Glassdoor3.7

Brown Brothers Harriman is an American partnership bank that offers a range of international investment and banking services.

Founded in 1995

New York, New York, USA

5001-10000 employees

http://www.bbh.com

H1B Sponsorship

Brown Brothers Harriman has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (22)

2024 (16)

2023 (18)

2022 (23)

2021 (15)

2020 (10)