Support PDF,DOC,DOCX,TXT,XLS,WPD,HTM,HTML fils up to 5MB
Years of Experience
Date Last Verified
Prospector, Wealth Management The candidate will develop strategies to attract new clients and generate databases of potential new clients. Will leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for most complex clients. Must have broad knowledge of the Wealth Management business. Should have experience or demonstrated understanding of investments, banking and trust concepts including: 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 be Bilingual; Spanish/English fluency both oral and written. Should have 10+ years of experience in Private Banking working with High Net Worth and/or Ultra High Net Worth individuals and families or related fields within financial services covering Central America and Caribbean. Bachelors degree required; MBA, JD or CFA preferred.
Company infoHiring Coordinator