SVP Head of Private Client Group Bankers

Banco de Credito e Inversiones•Miami, FL

About The Position

The Head of Private Client Group (PCG) Bankers leads a team of high-value licensed bankers and financial advisors, driving regional sales strategies for ultra-high-net-worth and mass-affluent clients. The role ensures high-quality relationship management, regulatory compliance, operational effectiveness, and growth in deposits and wealth management services. It oversees relationships with more than 2,200 PCG customers and more than $2 billion in assets under management, as well as coordination and cross-functional responsibilities for the Private Client Group. The teams overseen include Personal Banking, which administers commercial relationships for more than 1,400 high-net-worth international clients and provides loans, term deposits, and credit facilities; and International Wealth Management, which manages relationships for more than 580 Personal Banking clients and provides wealth management solutions. This leadership role executes the Bci Plan Internacional business plan and supervises a team of dual-hat bankers across banking and investments. It does not involve direct account or portfolio management; client accounts are referred to the appropriate banker within 30 calendar days. The position leads the team’s business development efforts and works toward annual goals for individual bankers and the group. It identifies recommendations for product development, service enhancements, and sales-process automation. Products and services include banking, asset management, and credit. As liaison for Bci’s international platform in Miami, the role coordinates initiatives and problem-solving among Bci Miami, CNB, Bci Securities, and Bci Peru; develops cross-border financing opportunities; collaborates with Wholesale Banking Miami on prospect leads; and supports global business development. The role applies knowledge of Chilean and Peruvian clients and CNB’s real estate capabilities to recommend investments, supports clients from other Latin American countries and PCG expansion into Colombia and Mexico, and identifies additional products and services with product managers and other units. The role requires travel as needed and work at all hours necessary to fulfill responsibilities, including weekends, evenings, and holidays as needed. Staff must comply with applicable state and federal laws and regulations, Bci’s Personnel Manual, Code of Ethics, and other company policies.

Requirements

University degree in finance, or equivalent years of experience in the financial industry.
At least 10 years of experience in a similar role at a financial institution, in international personal or private banking.
Proven experience as a supervisor or in a relevant managerial role.
Active FINRA Series 7 and Series 66 licenses, or Series 63 and Series 65, in good standing.
Ability to operate IBM-compatible personal computers and terminals.
Intermediate proficiency with Microsoft Word or a similar word-processing program.
Intermediate proficiency with Microsoft Excel or a similar spreadsheet program.
Intermediate proficiency with PowerPoint or a similar presentation program.
Ability to understand, speak, read, and write English and Spanish.
Excellent communication and interpersonal skills.
Outstanding organizational and leadership skills.
Ability to adapt to and foster change.

Nice To Haves

MBA preferred.

Responsibilities

Lead and supervise the Private Client Group Bankers team, including dual-hat bankers serving the PCG segment.
Execute the Bci Plan Internacional business plan and lead business development to achieve individual banker and group annual goals.
Manage, diversify, and grow PCG customer relationships and deposits and wealth management services.
Coach, mentor, train, and provide constructive feedback to bankers; identify development needs, build team competencies, monitor performance, and conduct performance reviews.
Set goals and deadlines aligned with the Bci Plan Internacional, monitor production against budget, and take action to achieve individual and team goals.
Work with the department’s business plan to meet Balance Score Card goals.
Develop and execute the Clean Up Project with PCG bankers.
Manage and support Sistematica comercial and follow up on Planificacion de Cartera for PCG bankers.
Manage expenses, resource allocation, and related costs for PCG bankers.
Collaborate with the Private Client Group and Bci Banca Preferencial Chile to meet Bci Plan Internacional goals.
Support key client relationships for the Bci Group and business development for Colombian, Peruvian, and Chilean clients.
Coordinate initiatives and problem-solving among Bci Miami, CNB, Bci Securities, and Bci Peru.
Generate cross-border financing opportunities for offshore Bci clients in Miami and coordinate with the Chile and Peru International Business teams.
Work with Wholesale Banking Miami to generate prospect leads for the Private Client Group and support global business development with CNB, Bci Securities, Bci Peru, and Bci Miami.
Use knowledge of Chilean and Peruvian clients and CNB real estate capabilities to recommend direct or fund investments, and support clients from other Latin American countries, including PCG’s expansion into Colombia and Mexico.
Identify additional products and services for corporate and personal clients in coordination with product managers and other units.
Negotiate and coordinate the design, planning, and implementation of product, process, service-delivery, and reporting enhancements and automation with incumbent units.
Enhance and update PCG department policies and procedures.
Ensure compliance with banking laws, regulations, company policies, and applicable state and federal requirements.
Communicate effectively with customers and employees, including speaking before groups; adapt to and foster change; assume evolving duties assigned by the General Manager and/or Department Head.
Travel as required and work the hours needed to fulfill the job’s responsibilities, including weekends, evenings, and holidays as needed.