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 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 BSA/AML laws, rules, regulations and the bank's BSA/AML policies and procedures
Qualifications
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Bachelor’s degree in business administration or related field
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Demonstrated knowledge of private banking investments, products and services
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Superior sales and relationship management skills
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Outstanding analytical and organizational skills
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Exceptional interpersonal and influence management capabilities
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Superb oral & written communication skills
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Ability to work well with multiple teams
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Fluency in Portuguese and English
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Valid work permit required