Job Description

The Senior International Relationship Manager (SRM) is responsible for managing and retaining a book of business of High Net Worth and Ultra High Net Worth personal, commercial & FI customers (usually $5MM and above). The SRM maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation. The SRM coordinates with product specialists such as trust officers, wealth advisors, etc. to integrate solutions; ensures high standards of service quality are provided to customers to strengthen customer loyalty; and adheres to the Bank’s BSA/AML, Compliance and Policies and Procedures.

Responsibilities:

• Develop new client business using external knowledge of target market (LATAM)
• Assesses customer goals and needs and provides comprehensive advice to customers on proper banking (deposit and lending) products
• Keep abreast of financial products (including investments & trusts) to provide the best advice and optimize cross-selling potential
• Use available tools and applications to prepare and deliver proposals based on clients’ goals and needs
• Coordinate client meetings with product specialists (trust / investments / mortgages) to support the sale of products and services
• Coordinate, integrate and deliver proposals jointly with different areas and units of the bank and subsidiaries
• Identify potential customer issues and channel them with the units responsible to solve them, ensuring the process of resolution is administered within the established parameters of quality and efficiency. Follows-up until issue is resolved
• Seek constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction
• Actively participates in any required personal, corporate and business line training; as well as corporate and networking events
• Become aware of overall customer profitability and how pricing proposals may impact risk-adjusted returns going forward. Obtain a general knowledge of products and services offered by the group through its multiple units. Become proficient in estate planning and trust related services
• Maintain a complete and up to date file on each relationship to be used for business development and BSA/AML purposes
• Review various anti-money laundering activity reports created by the Compliance / BSA Department to detect unusual activity in customers’ accounts. Investigate such activity and obtain from customer the explanation and documentary validation as appropriate. Escalate problems and issues to supervisor
• Answer accurately and on a timely manner BSA/AML inquiries. Prepare annual certifications of high-risk accounts. Complete assigned training on compliance to keep abreast of regulations

International Senior Relationship Managers who hold a FINRA license will be required to maintain their license in good standing by adhering to policies and procedures, including completing firm and regulatory trainings, and by raising awareness of any issues that may affect the good stance of their personal licenses or the Firm’s. They must also remain current on general investments and products knowledge by their active and enthusiastic participation in scheduled courses, trainings and product meetings.

Bachelor’s degree in finance, business administration, economics or JD or Law Degree. FINRA Series 7 and Series 66 a plus. A masters’ degree or other well-known professional certification such as TEP, CFA, CFP are desired. 

Minimum Work Experience Requirements:

At least 15 years of relevant experience managing a book of business from international customers primarily in the LATAM.

Technical and/or Other Essential Knowledge:

Fully bilingual (English-Spanish). Dexterity in the use of financial systems and applications. Must have proven interest in capital markets and advanced financial knowledge. Must possess the ability to prioritize work, effectively manage time and deal with changing priorities. Must present a professional image; and have the ability to conduct effective meetings. Must possess good knowledge of industry regulations.
25% travel required

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