Description
The Private Banker is responsible for delivering a high-touch and superior service experience to a portfolio of affluent clientele who have a minimum of $1m in liquid/investable assets. As the main point of contact for the client, the Banker’s primary responsibility is to adopt a proactive and disciplined approach to expanding and retaining existing relationships and acquiring new affluent clients
The Banker facilitates efficient and accurate interactions between the client and investing business partners. The Banker also partners with the Investment Advisor to capture a greater share of client wallet, working the exact same book of business together.
Qualifications
Specialized Knowledge
Knowledge of modeling techniques and financial analysis
Strong knowledge of Banking and Regulatory Documentation requirements.
Knowledge of domestic and foreign securities markets and products.
Ability to effectively present information in one-on-one and small group situations to clients and other employees of the organization.
Job Requirements
Education
Bachelor’s degree required or equivalent experience
Business Experience
5-7 years of relevant experience or demonstrated required level of proficiency
Supervisory / Management Scope
Manage process or technology
Technical Knowledge
Strong sales and marketing skills.
Excellent corporate work ethics.
Possess strong interpersonal and organizational skills.
Demonstrated analytical and problem solving skills with ability to proactively identify address and mitigate potential problems
Licenses / Certifications
Languages
Spanish, EnglishPhysical
Requirements
Duties are performed in an office environment. Physical demands could involve any or all of the following: digital dexterity and hand/eye coordination in the operation of office equipment; light to moderate lifting (10-20 lbs.) and carrying of supplies, files, etc; the ability to speak to and hear customers and/or other employees both telephone calling and in person; and body motor skills sufficient to enable the incumbent to move from one office location to another.
Job
: BSI
Primary Location
: Florida-Miami-BSI – Miami
Schedule
: Full-time
To apply for this job please visit www.santanderbank.com.
