Junior Private Banker

Job Details

The position of Junior Private Banker involves the following duties and responsibilities:

• Support the expansion of the private banking business by generating and following up on leads with existing and potential clients, as well as assessing and meeting their overall banking, investment, and wealth planning needs
• Identifying and providing suitable banking products and services that demonstrate simplicity, guidance, knowledge, and experience, following a comprehensive needs analysis and assessment
• Collaborate with the investment and advisory team, product experts, and other business units to maximize the customer experience, foster trust and collaboration, identify synergies and referral opportunities, and maximize the depth of the product and service platform for existing and potential customers
• Exceeding customer expectations through consistently exceptional customer service that is professional, positive, thorough, and timely
• Demonstrating a proactive approach by providing customers with thoughtful and relevant information and insights
• Develop and maintain a disciplined approach to sound account management practices by conducting regular, rigorous account reviews
• Maintaining the required documentation for the ledger (W8, KYC updates, etc.)
• Efficient management of customer communications, including business travel plans
• Identifying sources for brochures, defining a methodology to maximize customer acquisition
• Compliance with BSA/AML laws, regulations, and guidelines, as well as the bank’s BSA/AML policies and procedures
• Compliance with the principles, laws, regulations, and guidelines related to anti-money laundering and bank secrecy, as well as the corresponding policies and procedures

Qualifications

The following qualifications are required:

• Bachelor's degree in business administration or a related field
• FINRA Series 7 certification required
• Demonstrable knowledge of private banking investments, products, and services
• Superior sales and relationship management skills
• Excellent analytical and organizational skills
• Excellent interpersonal and influence management skills
• Excellent verbal and written communication skills
• Ability to work well with multiple teams
• Liquid in Spanish and English