Job Details

Wealth Management - Private Bank - Banker (southern Cone Team) - Executive Director

Company name

Organization Type

In-House

Job Type

Non-practicing Attorney

Years of Experience

7-10 yrs required

Location

Miami, FL

Date Last Verified

Oct 17,2017

Posted on

Jun 21,2017
Practice Area
Trusts and Estates >> Trusts and Estates
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Wealth Management - Private Bank - Banker (Southern Cone Team) - Executive Director The candidate will be responsible for: sale and implementation of investment, banking and trust/estate products to core clients; Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for most complex clients; Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists and that accounts are properly maintained and serviced; Build trust with clients and effectively manage relationships; Ensure that the proposed products and services maximize the clients' needs, goals and objectives and provide guidance to junior staff. Should have proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals. Must have experience or demonstrated understanding of investments, banking and trust concepts including to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities. Must have 7-10 years of experience in Private Banking working with Ultra High Net Worth individuals and families or related fields within financial services. Experience covering UHNW clients in Argentina/ Chile/ Peru highly desired. Spanish fluency (oral and written) required. Must have licenses 7, 63 required for position. Bachelors degree required; MBA, JD or CFA preferred.

Additional info

Req #: 170013147

Company info

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