Sr. Private Banker

Banco Itaú (Suisse) SA•Miami, FL

13d

About The Position

The Sr. Private Banker will be responsible for acquiring prospective clients, collaborating with the investment and advisory team, and meeting client expectations. This role involves supporting the expansion of the private banking business by generating and following up on leads, assessing client needs, and delivering appropriate banking products and services. The banker will work collaboratively with various teams to enhance the client experience and identify referral opportunities. A key aspect of the role is consistently meeting and exceeding client expectations through exceptional customer service and proactive engagement. The position also requires disciplined account management, maintaining required documentation, managing client communication, and identifying strategies for client acquisition. Adherence to Anti-Money Laundering and Bank Secrecy Act regulations is mandatory.

Requirements

Bachelor’s degree in business administration or related field
FINRA Series 7 required
Minimum 5-8 years of experience as a private banker
Demonstrated knowledge of private banking investments, products and services
Superior sales and relationship management skills
Outstanding analytical and organizational skills
Exceptional interpersonal and influence management capabilities
Superb oral & written communication skills
Ability to work well with multiple teams
Fluency in Spanish and English

Nice To Haves

Fluency in Portuguese is desirable

Responsibilities

Support the expansion of the private banking business by generating and following up on leads with existing and prospective clients, and assessing & delivering on their overall banking, investment, and wealth planning needs
Identify and deliver appropriate banking products & services demonstrating simplicity, guidance, knowledge, and experience, after conducting an in-depth client needs assessment and analysis
Work collaboratively with the investment & advisory team, product experts and other business areas in order to maximize the client experience, engender trust and cooperation, identify synergies and referral opportunities, and maximize the depth of the product & service platform offered to current and prospective clients.
Meet and exceed client expectations by consistently providing exceptional customer service in a professional, positive, thorough and timely manner.
Demonstrate a proactive attitude by providing clients with thoughtful and relevant information and insight
Develop and maintain a disciplined approach to sound account management practices by conducting rigorous account reviews on a consistent basis
Maintain required documentation of the book (W8, KYC updates etc.)
Efficiently manage client communication, including business travel plans
Identify sources for prospects, defining a methodology to maximize client acquisition efforts
Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations, as well as Itau’s related policies and procedures.