Junior Private Banker

Tasks and responsibilities

• Supporting the expansion of the private banking business by generating and pursuing leads among existing and potential clients, as well as assessing and fulfilling 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 by consistently providing exceptional customer service in a professional, positive, thorough, and timely manner
• 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 account documentation (W8, KYC updates, etc.)
• Efficient management of customer communications, including business travel plans
• Identifying sources for brochures, defining a methodology to maximize customer acquisition efforts
• Compliance with BSA/AML laws, rules, and regulations, as well as the bank’s BSA/AML policies and procedures

Requirements

• Academic degree in business administration or a related field
• 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
• Strong verbal and written communication skills
• Ability to work well with multiple teams
• Liquid in Portuguese and English
• Required work permit