Wealth Management - Latin America Private Bank - Banker - Brazil Team - Miami, FL

Full Job Description

Job Responsibilities:

•     Responsible for new client acquisition through prospecting, development of external and internal referral sources and use of personal and professional contacts, to deliver results

• Act as relationship manager for specific portfolio of clients and ensure every client has a positive experience

•     Coordinate ongoing communication with the clients and orchestrate the execution of the client plan

•     Develop a perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives

•     Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities

•     Measurable track record of successfully selling to ultra-high net worth and/or high net worth clients

•     Impeccable interpersonal and organizational skills

•     Strong leadership and management skills along with high level of self-motivation

•     Ability to work in a team based environment and assist in the development and retention of junior team members

•     Minimum of ten years of experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in Brazil

•     Portuguese

•     Established network of COIs (centers of influence) and sources for referrals