Sr. Private Banker

Sr. Private Banker duties include, but are not limited to, working on acquiring prospective clients, collaborating with the investment and advisory team, and meeting client’s expectations. 

Duties & Responsibilities

• Support the expansion of the private banking business by generating and following up on leads with existing and prospective clients, and assessing & delivering on their overall banking, investment, and wealth planning needs

• Identify and deliver appropriate banking products & services demonstrating simplicity, guidance, knowledge, and experience, after conducting an in-depth client needs assessment and analysis

• Work collaboratively with the investment & advisory team, product experts and other business areas in order to  maximize the client experience, engender trust and cooperation, identify synergies and referral opportunities, and maximize the depth of the product & service platform offered to current and prospective clients.

• Meet and exceed client expectations by consistently providing exceptional customer service in a professional, positive, thorough and timely manner.

• Demonstrate a proactive attitude by providing clients with thoughtful and relevant information and insight

• Develop and maintain a disciplined approach to sound account management practices by conducting rigorous account reviews on a consistent basis 

• Maintain required documentation of the book (W8, KYC updates etc.)

• Efficiently manage client communication, including business travel plans

• Identify sources for prospects, defining a methodology to maximize client acquisition efforts

• Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations, as well as Itau’s related policies and procedures.

Qualifications

• Bachelor’s degree in business administration or related field

• FINRA Series 7 required 

• Minimum 5-8 years of experience  as a private banker

• Demonstrated knowledge of private banking investments, products and services

• Superior sales and relationship management skills

• Outstanding analytical and organizational skills

• Exceptional interpersonal and influence management capabilities

• Superb oral & written communication skills 

• Ability to work well with multiple teams

• Fluency in Spanish and English 

• Fluency in Portuguese is desirable