Relationship Officer

Banco Itaú (Suisse) SA•Miami, FL

About The Position

The Relationship Officer supports private bankers with sales and relationship management, providing superior service and accurate execution across client management, retention, and acquisition processes. The role partners closely with bank teams to ensure timely completion of sales-support transactions and duties. It offers hands-on exposure to Private Banking products, processes, and client relationships in an entrepreneurial business backed by a global financial institution, and may provide a foundation for a longer-term commercial Private Banking career. The officer supports bankers’ relationships with existing and prospective clients, researches and resolves inquiries, and serves as a key contact for daily operational matters. The role includes executing client instructions, account-opening procedures, documentation review, transaction and trade follow-up, cash management, monitoring accounts, and quality control. It also involves identifying cross-sell opportunities, maintaining strong internal partnerships, addressing compliance concerns, and developing the ability to serve the largest accounts and resolve complex problems.

Requirements

Bachelor’s degree in business administration or a related field.
Series 7 required.
Three or more years of experience in client service, operations, or private client relationship management support.
Advanced account administration procedures.
Superior knowledge of private banking products and services.
Solid knowledge of sales tools and applications such as Bloomberg, Olympic, and MS Office.
Fluency in Spanish and excellent command of English.

Responsibilities

Support private bankers with relationship management for their existing client base and prospective clients.
Research, follow up on, and resolve client inquiries and problems by coordinating with clients, bankers, investors, product specialists, operations, and other staff.
Develop in-depth knowledge of the client base and serve as an additional point of reference for account management, products, portfolio analysis, and market information.
Identify cross-sell opportunities and escalate them to bankers and product partners for client advice or follow-through.
Develop strong knowledge of products, internal processes, and sales execution.
Execute client instructions, perform account-opening procedures, and prepare and collect client documentation accurately and promptly.
Ensure efficient processing and timely, accurate execution of client instructions.
Monitor client account status proactively and report irregularities.
Serve as a key internal and external contact for clients’ daily operational inquiries.
Build strong partnerships with other bank areas to support high-quality client service.
Review client documentation for completeness and accuracy as an initial quality check.
Follow trades and perform cash management to prevent account-management issues.
Identify and act to prevent or correct practices and procedures that do not comply with compliance standards or regulations.
Review daily trades, transactional activity, and end-of-month statements as an additional quality-control measure.
Follow up on trade execution for quality control.
Analyze and resolve client transactions or problems under minimal supervision.
Develop the capability to service the largest accounts and resolve the most complex problems.
Comply with Anti-Money Laundering and Bank Secrecy Act principles, laws, rules, and regulations, as well as Itau policies and procedures.