International Private Banker

4 weeks ago


Aventura, Florida, United States IDB Full time
Job Description

At IDB Bank, we are seeking a highly skilled International Private Banker to support our strategic growth in the Florida region. This role involves leveraging expertise in wealth management and financial advisory to cater to high net worth clients, their families, and businesses.

Key Responsibilities:

  • Obtain, maintain, and increase existing account relationships.
  • Identify potential new clients and build mutually beneficial and profitable relationships.
  • Manage overall client relationship profitability and portfolio risk.
  • Assume responsibility for profitable growth of the portfolio.
  • Provide financial solutions by utilizing the capabilities within the bank and outside providers.

Requirements:

  • Experience with international private banking clients, particularly in Latin America.
  • BA in Finance or related field.
  • Licenses: Series 7 and 66/63, Insurance or Mortgage a plus.
  • Fluency in Spanish and English.
  • 8+ years' experience in credit and lending for high net worth individuals in Private Banking and/or Wealth Management.
  • Understanding of underwriting for business loans and real estate loans.
  • Knowledge of Federal lending regulations.
  • Strong understanding of banking, brokerage, and lending products.
  • Experience in understanding the financial needs of high net worth clients.
  • Excellent business development and marketing skills.
  • Ability to meet deadlines and manage expectations.
  • Excellent written and verbal communication skills.

Additional Information:

IDB Bank is an equal opportunity employer and provides reasonable accommodations to employees with disabilities, pregnant individuals, and victims of domestic violence, sex offenses, or stalking.


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