Private Banking Assistant

2 weeks ago

Aventura, United States Safra National Bank of New York Full time
Job DescriptionJob Description

Private Banking Assistant | New York
 

 Safra National Bank of New York ("Safra National") is a nationally chartered U.S. Bank supervised by the Office of the Comptroller of the Currency and member of the Federal Deposit Insurance Corporation (“FDIC”). Headquartered in New York, with a branch in Florida and representative offices in Brazil, Chile, Mexico and Panama, Safra National is a leading private bank with a devoted team of relationship managers serving many sophisticated U.S. and international high net worth clients.

 

Job Description: 

Safra National Bank is seeking a Private Banking Assistant to interface with clients and other departments of the bank.

Responsibilities: 

  • Open client accounts
  • Explain financial services and products to customers
  • Maintain client base, keep current client plans up-to-date on an ongoing basis
  • Answer clients’ questions about purposes and details of financial plans and strategies
  • Perform any other related tasks as needed

 

Qualifications: 

  • Bachelor’s degree (B.A.) from four-year College or university Preferred
  • Series 7 license is required
  • 2+ years of related experience in financial markets and/or financial products or related
  • Fluency in Portuguese is preferred  
  • Experience in a client-facing role working with high net worth Latin American clients.
  • Ability to discuss legal matters pertaining to the structure of investments and follow up with lawyers to obtain documents as necessary
  • Ability to read, analyze, and interpret common technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from clients
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.

 

*This position is based in Aventura, Florida

 

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