Private Banker
Overview:
Talento has partnered with an International Financial institution in the search of a Private Banker to support the commercial team by providing excellent service and detailed execution to client's request. This role will partner with various areas of the company to ensure timely response to all sales and support related transactions.
Responsibilities:
• Support the commercial team with the management of client requests across multiple product lines
• Identify solutions through research and internal collaboration with other departments, to provide clients with exceptional experience and support to their inquiries
• 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
• Identify sources for prospects, defining a methodology to maximize client acquisition efforts
• Achieve high level of product knowledge, internal processes and sales execution
• Execute on clients request, perform account opening procedures, preparing and collecting documentation in a timely and accurate manner
• Compliance with BSA/AML laws, rules, regulations and the bank's BSA/AML policies and procedures
• Follow trades and perform accurate cash management to avoid problems in the account management process
• Review daily trades, transactional activity, and end of month statements for additional quality control
• Follow up on trade execution. Analyze and resolve clients transactions or problems
Requirements:
• Bachelor’s degree in business administration or related field
• FINRA Series 7 required
• 3+ years of experience in client service or private client relationship management.
• 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
About Talento HCM:
Talento Human Capital Management provides talent and organizational solutions enabling businesses to evolve beyond tactical human resources management. Our footprint spans across the US, South America, and Asia.
Our organization continues to thrive through our ongoing commitment to building an inclusive and diverse workforce from different backgrounds, perspectives, and skills. Talento Human Capital Management (HCM) is an equal opportunity employer, and people are at the center of what we do!
People + Passion + Perseverance = Progress.
