International Banker & Wealth Advisor

Banco de Credito e Inversiones•Miami, FL

31d

About The Position

The International Banker & Wealth Advisor is responsible for managing a profitable client relationship portfolio (AUM’s and ROA) and achieving business results through strategic sales development. The International Banker & Wealth Advisor targets existing and future wealthy clients in Latin America to increase profitability and diversify revenue sources, managing a portfolio of approximately 250 individuals with medium complexity needs and an average of $50,000,000.00 in assets under administration. This position requires close collaboration with Wealth Management, Personal Banking Chile, Commercial Banking, and Preferencial Internacional Chile to meet Bci Plan Internacional goals and ensure continuous compliance with banking laws and regulations for regulatory excellence.

Requirements

Ability to operate IBM compatible personal computers; Intermediate - expert fluency with Microsoft Word, Microsoft Excel, Microsoft PowerPoint and Bloomberg Screen access and other banking applications.
Bachelor’s degree in a related field or equivalent combination of coursework and work experience.
Required licenses, Series 7 & 66 (or 63/65), maintain licenses current and in good standing.
At least 2 years of investment experience in International Wealth Management and knowledge in Investments and Bank Products.

Responsibilities

Prepare and manage Marketing and Sales Plan of customer portfolio assigned.
Meet goals in conjunction with Department goals.
Dual responsibility between the Bci Bank and Securities; NASD Registered with Series 7 and future 66 licenses as a Wealth Manager Advisor (WMA or FA) .
Provide training and coaching to Client Service Associates (CSAs).
Provide Trading support for the team.
Lead the strategic expansion of existing customer relationships across regional offices (Chile, Peru, and Colombia) and the Miami Office
Serve as a liaison and business partner with the Relationship Managers of Bci Chile across Bci Chile (Banca Preferencial, Private Bank, Premier Banking, GIC, BAM) and Bci Securities
Develop and deliver innovative wealth management financial advice and solutions to clients in collaboration with the Investment Team.
Identify and proactively address key investment needs of assigned clients and their businesses, leveraging banking products to bring net new assets.
Establish, promote, and maintain a robust pipeline of opportunities to achieve the Team’s annual AUM and revenue goals
Manage and ensure the timely resolution of all client inquiries, complaints, and service issues (internal and external)
Focus on the achievement of continuous self-improvement and respond effectively to changing circumstances.
Maintain a focus on asset quality, drive cost-efficient practices, and ensure strict adherence to all sound bank regulatory practices, including BSA/Compliance policies, Risk Management policies, and NASD Best Practices, as well as the policies and procedures of the Bank and BCI Securities.
Present investment proposals, review existing investment portfolios while maintaining clients in line with their suitability/risk appetite.
Evaluate the performance and asset allocation of existing portfolios and make necessary adjustments.
Manage client needs, service, trades, problem resolution, process issues and respond to client's inquiries.
Attend financial advisor meetings and continuing education sessions to stay current about products, services and policies.
Travel if required.
Follow the Bank’s and Dept’s policies and procedures as well as the ones of BCI Securities.
Work all hours required to fulfill job duties and responsibilities (including weekends, evenings and holidays as needed)
Maintain regular and predictable attendance and work the hours and/or shifts assigned, particularly during regular business hours, to communicate with colleagues, supervisors, and customers with whom interaction is required to accomplish and complete work assignments and meet company goals within established deadlines.
Maintain courteous, professional and effective internal and external working relationships.
Must receive and provide clear, constructive feedback in a cooperative and professional manner
Ability to understand, speak, read and write English and Spanish
Effectively speaking before groups of customers or employees
Assume evolving duties and responsibilities of position
Provide coverage for other positions as requested
Ability to carry and lift boxes and objects that may weigh between 10 and 25 pounds.
Perform additional duties and responsibilities as assigned by management