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Senior International Relationship Manager
2 months ago
Amerant is seeking a highly skilled Senior International Relationship Manager to join our team. As a key member of our organization, you will be responsible for managing and retaining a book of business of High Net Worth and Ultra High Net Worth personal, commercial & FI customers.
Key Responsibilities:- Develop new client business using external knowledge of target markets
- Assess customer goals and needs and provide comprehensive advice on banking products
- Stay up-to-date on financial products and services to provide the best advice and optimize cross-selling potential
- Coordinate client meetings with product specialists to support the sale of products and services
- Identify potential customer issues and channel them with the units responsible to solve them
- Seek constant feedback from customers and identify quality issues within the group to ensure high levels of customer satisfaction
- Participate in required training and corporate events to stay current on industry regulations and best practices
- Maintain a complete and up-to-date file on each relationship for business development and BSA/AML purposes
- Review anti-money laundering activity reports and investigate unusual activity in customers' accounts
- Bachelor's degree in finance, business administration, economics, or JD/Law degree
- FINRA Series 7 and Series 66 licenses a plus
- At least 15 years of relevant experience managing a book of business from international customers primarily in LATAM
- Fully bilingual (English-Spanish) and proficient in financial systems and applications
Amerant offers a dynamic and challenging work environment, competitive compensation and benefits package, and opportunities for professional growth and development.