High Net Worth Relationship Executive
3 weeks ago
Join us at Amerant Bank as an International Senior Relationship Manager Sr FL, where you will have the chance to develop and grow your career in a fast-paced and dynamic environment.
About the JobThe International Senior Relationship Manager Sr FL is responsible for managing and retaining a book of business consisting of High Net Worth and Ultra High Net Worth personal and commercial customers in Latin America. Your primary focus will be on developing new client business and maintaining relationships through dedicated professional advice on overall financial situations.
Key responsibilities include assessing customer goals and needs, providing comprehensive advice on banking products, and maintaining knowledge of financial products to optimize cross-selling potential.
Responsibilities- Develop new client business using external market knowledge (Latin America)
- Provide comprehensive advice on banking products to customers
- Stay up-to-date with financial products, including investments and trusts
- P repare and deliver proposals based on client goals and needs
- Coordinate meetings with product specialists to support sales efforts
- Identify and address customer issues efficiently
Amerant Bank offers a range of benefits, including competitive salary, comprehensive training, and opportunities for growth and development. If you are passionate about delivering exceptional customer service and driving business success, we encourage you to apply for this exciting opportunity.
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