International Relationship Manager Sr
1 month ago
The International Senior Relationship Manager (SRM) is responsible for managing and retaining a book of business of High Net Worth and Ultra High Net Worth personal, commercial & FI customers (usually $5MM and above). The SRM maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation. The SRM coordinates with product specialists such as trust officers, wealth advisors, etc. to integrate solutions; ensures high standards of service quality are provided to customers to strengthen customer loyalty; and adheres to the Bank’s BSA/AML, Compliance and Policies and Procedures.
Responsibilities:
- Develop new client business using external knowledge of target market (LATAM)
- Assesses customer goals and needs and provides comprehensive advice to customers on proper banking (deposit and lending) products
- Keep abreast of financial products (including investments & trusts) to provide the best advice and optimize cross-selling potential
- Use available tools and applications to prepare and deliver proposals based on clients’ goals and needs
- Coordinate client meetings with product specialists (trust / investments / mortgages) to support the sale of products and services
- Coordinate, integrate and deliver proposals jointly with different areas and units of the bank and subsidiaries
- Identify potential customer issues and channel them with the units responsible to solve them, ensuring the process of resolution is administered within the established parameters of quality and efficiency. Follows-up until issue is resolved
- Seek constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction
- Actively participates in any required personal, corporate and business line training; as well as corporate and networking events
- Become aware of overall customer profitability and how pricing proposals may impact risk-adjusted returns going forward. Obtain a general knowledge of products and services offered by the group through its multiple units. Become proficient in estate planning and trust related services
- Maintain a complete and up to date file on each relationship to be used for business development and BSA/AML purposes
- Review various anti-money laundering activity reports created by the Compliance / BSA Department to detect unusual activity in customers’ accounts. Investigate such activity and obtain from customer the explanation and documentary validation as appropriate. Escalate problems and issues to supervisor
- Answer accurately and on a timely manner BSA/AML inquiries. Prepare annual certifications of high-risk accounts. Complete assigned training on compliance to keep abreast of regulations
International Senior Relationship Managers who hold a FINRA license will be required to maintain their license in good standing by adhering to policies and procedures, including completing firm and regulatory trainings, and by raising awareness of any issues that may affect the good stance of their personal licenses or the Firm’s. They must also remain current on general investments and products knowledge by their active and enthusiastic participation in scheduled courses, trainings and product meetings.
Minimum Education and/or Certifications Requirements:
Bachelor’s degree in finance, business administration, economics or JD or Law Degree. FINRA Series 7 and Series 66 a plus. A masters’ degree or other well-known professional certification such as TEP, CFA, CFP are desired.
Minimum Work Experience Requirements:
At least 15 years of relevant experience managing a book of business from international customers primarily in the LATAM.
Technical and/or Other Essential Knowledge:
Fully bilingual (English-Spanish). Dexterity in the use of financial systems and applications. Must have proven interest in capital markets and advanced financial knowledge. Must possess the ability to prioritize work, effectively manage time and deal with changing priorities. Must present a professional image; and have the ability to conduct effective meetings. Must possess good knowledge of industry regulations.
25% travel required
-
Miami, United States Restaurant Brands International Full timeAbout Restaurant Brands International: Restaurant Brands International Inc. is one of the world's largest quick service restaurant companies with over $40 billion in annual system-wide sales and over 30,000 restaurants in more than 100 countries. RBI owns four of the world's most prominent and iconic quick service restaurant brands - TIM HORTONS®, BURGER...
-
Miami, Florida, United States Restaurant Brands Full timeAbout Restaurant Brands International:Restaurant Brands International Inc. is one of the world's largest quick service restaurant companies with over $40 billion in annual system-wide sales and over 30,000 restaurants in more than 100 countries. RBI owns four of the world's most prominent and iconic quick service restaurant brands – TIM HORTONS, BURGER...
-
Senior International Relationship Manager
3 weeks ago
Miami, United States Amerantbank Full timeJob DescriptionJob DescriptionThe Senior International Relationship Manager (SRM) is responsible for managing and retaining a book of business of High Net Worth and Ultra High Net Worth personal, commercial & FI customers (usually $5MM and above). The SRM maintains a highly dedicated professional relationship with each customer to ensure a big picture and...
-
Sr. Project Manager IT
4 weeks ago
Miami, Florida, United States UOMUOMUS Full timeCurrent Employees:If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet.The University of Miami is looking for a talented and motivated...
-
Sr. Manager, Inside Sales
1 week ago
Miami, Florida, United States Royal Caribbean International Full timeJourney with us Combine your career goals and sense of adventure by joining our exciting team of employees. Royal Caribbean Group is pleased to offer a competitive compensation and benefits package, and excellent career development opportunities, each offering unique ways to explore the world.The Royal Caribbean Group's Silversea Cruises brand has an...
-
Miami, United States Restaurant Brands Full timeAbout Restaurant Brands International: Restaurant Brands International Inc. is one of the world's largest quick service restaurant companies with over $40 billion in annual system-wide sales and over 30,000 restaurants in more than 100 countries. RBI owns four of the world's most prominent and iconic quick service restaurant brands â TIM HORTONS®,...
-
Sr. Manager, IT Audit
18 hours ago
Miami, United States Royal Caribbean International Full timeJourney with us! Combine your career goals and sense of adventure by joining our exciting team of employees. Royal Caribbean Group is pleased to offer a competitive compensation and benefits package, and excellent career development opportunities, each offering unique ways to explore the world. The Royal Caribbean Group’s Finance Team has an exciting...
-
Sr. Manager, IT Audit
1 day ago
Miami, Florida, United States Royal Caribbean International Full timeJourney with us Combine your career goals and sense of adventure by joining our exciting team of employees. Royal Caribbean Group is pleased to offer a competitive compensation and benefits package, and excellent career development opportunities, each offering unique ways to explore the world.The Royal Caribbean Group's Finance Team has an exciting career...
-
Sr. Manager, Inside Sales
2 weeks ago
Miami, United States Royal Caribbean International Full timeJourney with us! Combine your career goals and sense of adventure by joining our exciting team of employees. Royal Caribbean Group is pleased to offer a competitive compensation and benefits package, and excellent career development opportunities, each offering unique ways to explore the world. The Royal Caribbean Group’s Silversea Cruises brand has an...
-
Sr. Manager, Business Strategy and Planning
7 days ago
Miami, Florida, United States Royal Caribbean International Full timeJourney with us Combine your career goals and sense of adventure by joining our exciting team of employees. Royal Caribbean Group is pleased to offer a competitive compensation and benefits package, and excellent career development opportunities, each offering unique ways to explore the world.The Royal Caribbean Group's Celebrity Cruises brand has an...
-
International Client Relationship Manager
2 months ago
Miami, United States Bank of America Full timeJob Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...
-
Sr Mgr., PMO
3 weeks ago
Miami, Florida, United States Royal Caribbean International Full timeJourney with us Combine your career goals and sense of adventure by joining our exciting team of employees. Royal Caribbean Group is pleased to offer a competitive compensation & benefits package, and excellent career development opportunities, each offering unique ways to explore the world.Position Summary: The Sr. Manager of the Fleet Optimization Program...
-
Sr Mgr., PMO
3 weeks ago
Miami, United States Royal Caribbean International Full timeJourney with us! Combine your career goals and sense of adventure by joining our exciting team of employees. Royal Caribbean Group is pleased to offer a competitive compensation & benefits package, and excellent career development opportunities, each offering unique ways to explore the world. Position Summary: The Sr. Manager of the Fleet Optimization...
-
Sr. Manager, Business Strategy and Planning
3 weeks ago
Miami, United States Royal Caribbean International Full timeJourney with us! Combine your career goals and sense of adventure by joining our exciting team of employees. Royal Caribbean Group is pleased to offer a competitive compensation and benefits package, and excellent career development opportunities, each offering unique ways to explore the world. The Royal Caribbean Group’s Celebrity Cruises brand has an...
-
Sr Manager, Global Clients
3 weeks ago
Miami, United States Visa Full timeJob DescriptionJob DescriptionCompany DescriptionVisa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative,...
-
Sr Manager, Global Clients
2 weeks ago
Miami, United States Visa Full timeJob DescriptionJob DescriptionCompany DescriptionVisa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative,...
-
Sr. Mgr, Commercial Strategy
1 month ago
Miami, United States Royal Caribbean International Full timeJourney with us! Combine your career goals and sense of adventure by joining our exciting team of employees. Royal Caribbean Group is pleased to offer a competitive compensation & benefits package, and excellent career development opportunities, each offering unique ways to explore the world. Position Summary: As a key member of the Newbuild & Innovation...
-
Sr Dir Product Innovation
1 week ago
Miami, United States Royal Caribbean International Full timeABOUT US Royal Caribbean International is known for driving innovation at sea and has continuously redefined cruise vacationing since its launch in 1969. Each successive class of ships is an architectural marvel and pushes the envelope of what is possible on a cruise ship. Onboard, the global cruise line has debuted countless industry “firsts” – such...
-
Sr Dir Product Innovation
1 week ago
Miami, Florida, United States Royal Caribbean International Full timeABOUT USRoyal Caribbean International is known for driving innovation at sea and has continuously redefined cruise vacationing since its launch in 1969. Each successive class of ships is an architectural marvel and pushes the envelope of what is possible on a cruise ship. Onboard, the global cruise line has debuted countless industry "firsts" – such as...
-
Sr Director, Loyalty
4 weeks ago
Miami, Florida, United States Royal Caribbean International Full timePOSITION: Senior Director, Loyalty LOCATION: Miami, Fl REPORTS TO: AVP, Loyalty and Communications ABOUT US We encourage people to sail beyond their perceptions and expand their horizons. Our award-winning ships are impeccably designed, serve up exquisitely prepared culinary experiences, and offer The World at Your Service in more than 300 destinations on...
