Head of Business Development, Premier Banking Division

Advantage Life InsuranceSan Juan, PR

About The Position

This role is responsible for driving the growth of AIBC’s Personal Banking offering by identifying new business opportunities, enhancing products, and building strong client relationships. The position works closely with senior leadership to develop capabilities, support new product initiatives, and improve the overall client experience while contributing to operational enhancements.

Requirements

  • Bachelor’s degree in business administration
  • Minimum of 10 years’ experience in a client relationship role in a financial institution.
  • Minimum of 10 years of experience in a bank environment
  • Develop contact base, centers of influence and introducers in Latin America countries with emphasis in Mexico, Colombia, Uruguay, Argentina and Peru
  • Thorough knowledge of financial and investment products and terminology (trade settlement terms, failed deliveries, equity market vs fixed income)
  • Technically proficient in WORD and Excel and Client Relationship Management (CRM) systems.
  • Excellent command of written and spoken Spanish and English
  • Ability to work well under pressure, work independently and meet tight deadlines with a high degree of accuracy

Nice To Haves

  • Advanced degree good to have (MBA or JD)

Responsibilities

  • Identify potential clients and inform them about AIBC capabilities
  • Collaborate with and provide ideas and concepts to President and IOS Director to develop Personal Banking capabilities in AIBC webpage
  • Grow the customer base and increase cross-selling by interacting with business introducers and end clients
  • Drive personal banking platform creation and new product development with the support of the Operations Manager and IT Director.
  • Introduce new products and services to clients and prospects. Enhance current and future product value proposition
  • Continually review all forms used by clients to ensure ease of use and accuracy
  • Participate in the review and update of operational policies and procedures
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