Duties & Responsibilities

• Support the expansion of the private banking business by generating and following up on leads with existing and prospective clients, and assessing & delivering on their overall banking, investment, and wealth planning needs

• Identify and deliver appropriate banking products & services demonstrating simplicity, guidance, knowledge, and experience, after conducting an in-depth client needs assessment and analysis

• Work collaboratively with the investment & advisory team, product experts and other business areas to maximize the client experience, engender trust and cooperation, identify synergies and referral opportunities, and maximize the depth of the product & service platform offered to current and prospective clients.

• Meet and exceed client expectations by consistently providing exceptional customer service in a professional, positive, thorough and timely manner.

• Demonstrate a proactive attitude by providing clients with thoughtful and relevant information and insight.

• Develop and maintain a disciplined approach to sound account management practices by conducting rigorous account reviews on a consistent basis.

• Maintain required documentation of the book (W8, KYC updates etc.).

• Efficiently manage client communication, including business travel plans.

• Identify sources for prospects, defining a methodology to maximize client acquisition efforts.

• Compliance with BSA/AML laws, rules, regulations and the bank's BSA/AML policies and procedures

Qualifications

• Bachelor’s degree in business administration or related field

• Demonstrated knowledge of private banking investments, products and services

• Superior sales and relationship management skills

• Outstanding analytical and organizational skills

• Exceptional interpersonal and influence management capabilities

• Superb oral & written communication skills 

• Ability to work well with multiple teams

• Fluency in Portuguese and English  

• Valid work permit required