Jr. Private Banker
Overview:
Talento has partnered with an International Financial institution in the search of a Jr. Private Banker to acquire prospective clients, collaborate with the investment and advisory team, and exceed client's expectations.
Responsibilities:
• Support the expansion of the private banking business by generating and following up on leads with existing and new clients.
• Identify and deliver appropriate banking products and services
• 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 books (W8, KYC updates, etc)
• Manage client communication, including business travel plans
• Compliance with BSA/AML laws, rules, regulations and the bank's BSA/AML policies and procedures
• Compliance with Ani-Money Laundering and Bank Secrecy Act related principles.
• Identify source for prospects
Requirements:
• Bachelor’s degree in business administration or related field
• FINRA Series 7 required
• 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.
