Client Manager, Latin America Private Banking & Wealth Management

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships.  We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

Brown Brothers Harriman is currently recruiting an experienced professional to join as a Client Manager, supporting our Latin America Private Banking group. The Client Manager serves as a key partner to the Relationship Manager Team Leader, providing comprehensive support for our LATAM Multi-Family Office clients, including those with complex needs.  The Client Manager leads the team’s administrative and operational functions, including planning, organizing, and coordinating tasks to ensure efficiency and alignment with client and team goals.

This role independently supports client relationships from an operational standpoint, ensuring the seamless execution of daily activities, resolving issues, and materially contributing to client satisfaction and retention. Additionally, the role is responsible for preparing and delivering client presentations, actively participating in client meetings, and supporting portfolio review discussions.  This role will likely also serve as a second-chair Relationship Manager for larger, more complex client relationships, contributing to the strategic management and growth of these accounts.  The position also provides leadership by managing and/or mentoring junior team members and supports the execution of strategic initiatives that align with team goals.

Key responsibilities include:  

Relationship Management

• 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.

Client Activity 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).

• 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

Risk Management & Administration

• 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.

Business & Professional Leadership

• 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

Qualifications:

• BA/BS required and/or equivalent job experience

• 7+ years relevant wealth manag