FINANCIAL ADVISOR – PRIVATE BANKER – PUERTO RICO

Financial Advisors / Private Bankers with domestic or international books of $150MM++

Our firm is working on several assignments in Puerto Rico:

  • The first is a boutique Family Office with offices in Miami and NYC, that has expanded on the island. They offer a boutique approach to wealth management and financial planning. In addition to traditional stocks/bonds/mutual funds, their platform supports a strong business in private placements, institutional trading accounts and is open to other sources of income streams for the firm, i.e. tax credits, etc…
  • The second is a boutique international private bank/wealth management firm. Swiss headquartered, with offices in London and formerly, Antigua, they are building out their new offices in San Juan. They are an international boutique, with no US domestic businesses. With just under $1BB AUM and also invests and co-invests in private equity, private placements, direct investments, real estate, etc…

Either opportunity could be the ideal home for a private banker on the island or one seeking to relocate to Puerto Rico.

Both firms will be expecting their new advisors to works effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net worth & Ultra High Net worth clients focused in LATAM, the US & Europe

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