Job Description
Qualifications
Bachelor’s degree required or equivalent experience
5 - 6 years of relevant experience or demonstrated required level of proficiency
Strong knowledge of the Private Banking industry and regulations
Strong Knowledge of domestic and foreign securities markets and products
Skilled at and/or aptitude for assessing client needs, providing applicable solutions/recommendations, and building client relationships based on mutual trust to optimize sales opportunities to existing clients
Ability to understand and implement process and/or regulatory requirements during all interactions with clients
Ability to effectively present information in one-on-one and small group situations to clients and other employees of the organization
Strong sales and marketing skills
Excellent written and oral communications skills
Excellent organizational and time management skills
N/A
English and Spanish (Portuguese is required only for those working with Brazilian clients)
Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking
Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown
Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders
Benefits
For hourly positions (non-exempt), the annual range is based on a 40-hour work week
The exact compensation may vary based on skills, experience, training, licensure and certifications and location
Base Pay Range
$81,000.00 USD
$105,000.00 USD
Responsibilities
The Banker is responsible to advise clients on building, preserving and managing their wealth in alignment with various investment platforms offered by BSI
The Banker must adopt a proactive and disciplined approach to expand and retain existing client relationships and acquire new clients
This position requires availability to travel to LATAM
Develop, manage, and retain premier client relationships, with a high level of satisfaction
As part of a Premier Banking Team, participate in the Bank’s commercial strategy throughout Mexico, Venezuela, Brazil, Chile, Argentina, or other countries in Latin America
Work both with existing clients and with potential new clients to grow existing Assets Under Management and to establish new relationships
Provide clients with up-to-the minute investment information and carry out clients’ investment decisions
Partner with different investment platforms of BSI to develop sales strategies for target clients and markets and ensure that cross business synergies are developed
Identify potential clients within existing portfolio that can be viable for Private Banking segment
Ensure compliance in all processes in accordance with BSI established guidelines and procedures
Other duties as assigned or requested by immediate supervisor
Job description
Country: United States of America
The Banker is responsible to build and maintain effective long-term relationships, delivering a high-touch and superior service experience to a portfolio of premier clientele who have less than $3MM in assets under management. The Banker is responsible to advise clients on building, preserving and managing their wealth in alignment with various investment platforms offered by BSI. The Banker must adopt a proactive and disciplined approach to expand and retain existing client relationships and acquire new clients. This position requires availability to travel to LATAM.
The Banker reports to the Senior Banker - Team Leader.
Position Duties / Responsibilities
• Develop, manage, and retain premier client relationships, with a high level of satisfaction. As part of a Premier Banking Team, participate in the Bank’s commercial strategy throughout Mexico, Venezuela, Brazil, Chile, Argentina, or other countries in Latin America.
• Work both with existing clients and with potential new clients to grow existing Assets Under Management and to establish new relationships.
• Provide clients with up-to-the minute investment information and carry out clients’ investment decisions.
• Partner with different investment platforms of BSI to develop sales strategies for target clients and markets and ensure that cross business synergies are developed.
• Identify potential clients within existing portfolio that can be viable for Private Banking segment.
• Ensure compliance in all processes in accordance with BSI established guidelines and procedures.
• Other duties as assigned or requested by immediate supervisor.
Job Requirements
• Bachelor’s degree required or equivalent experience
• 5 - 6 years of relevant experience or demonstrated required level of proficiency
• Strong knowledge of the Private Banking industry and regulations.
• Strong Knowledge of domestic and foreign securities markets and products.
• Skilled at and/or aptitude for assessing client needs, providing applicable solutions/recommendations, and building client relationships based on mutual trust to optimize sales opportunities to existing clients.
• Ability to understand and implement process and/or regulatory requirements during all interactions with clients.
• Ability to effectively present information in one-on-one and small group situations to clients and other employees of the organization.
• Strong sales and marketing skills.
• Excellent written and oral communications skills.
• Excellent organizational and time management skills.
• N/A
• English and Spanish (Portuguese is required only for those working with Brazilian clients).
Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.
Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, ****** orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.
Employer Rights: Employer Rights:This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$81,000.00 USD
Maximum:
$105,000.00 USD
Bachelor’s degree required or equivalent experience
5 - 6 years of relevant experience or demonstrated required level of proficiency
Strong knowledge of the Private Banking industry and regulations
Strong Knowledge of domestic and foreign securities markets and products
Skilled at and/or aptitude for assessing client needs, providing applicable solutions/recommendations, and building client relationships based on mutual trust to optimize sales opportunities to existing clients
Ability to understand and implement process and/or regulatory requirements during all interactions with clients
Ability to effectively present information in one-on-one and small group situations to clients and other employees of the organization
Strong sales and marketing skills
Excellent written and oral communications skills
Excellent organizational and time management skills
N/A
English and Spanish (Portuguese is required only for those working with Brazilian clients)
Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking
Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown
Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders
Benefits
For hourly positions (non-exempt), the annual range is based on a 40-hour work week
The exact compensation may vary based on skills, experience, training, licensure and certifications and location
Base Pay Range
$81,000.00 USD
$105,000.00 USD
Responsibilities
The Banker is responsible to advise clients on building, preserving and managing their wealth in alignment with various investment platforms offered by BSI
The Banker must adopt a proactive and disciplined approach to expand and retain existing client relationships and acquire new clients
This position requires availability to travel to LATAM
Develop, manage, and retain premier client relationships, with a high level of satisfaction
As part of a Premier Banking Team, participate in the Bank’s commercial strategy throughout Mexico, Venezuela, Brazil, Chile, Argentina, or other countries in Latin America
Work both with existing clients and with potential new clients to grow existing Assets Under Management and to establish new relationships
Provide clients with up-to-the minute investment information and carry out clients’ investment decisions
Partner with different investment platforms of BSI to develop sales strategies for target clients and markets and ensure that cross business synergies are developed
Identify potential clients within existing portfolio that can be viable for Private Banking segment
Ensure compliance in all processes in accordance with BSI established guidelines and procedures
Other duties as assigned or requested by immediate supervisor
Job description
Country: United States of America
The Banker is responsible to build and maintain effective long-term relationships, delivering a high-touch and superior service experience to a portfolio of premier clientele who have less than $3MM in assets under management. The Banker is responsible to advise clients on building, preserving and managing their wealth in alignment with various investment platforms offered by BSI. The Banker must adopt a proactive and disciplined approach to expand and retain existing client relationships and acquire new clients. This position requires availability to travel to LATAM.
The Banker reports to the Senior Banker - Team Leader.
Position Duties / Responsibilities
• Develop, manage, and retain premier client relationships, with a high level of satisfaction. As part of a Premier Banking Team, participate in the Bank’s commercial strategy throughout Mexico, Venezuela, Brazil, Chile, Argentina, or other countries in Latin America.
• Work both with existing clients and with potential new clients to grow existing Assets Under Management and to establish new relationships.
• Provide clients with up-to-the minute investment information and carry out clients’ investment decisions.
• Partner with different investment platforms of BSI to develop sales strategies for target clients and markets and ensure that cross business synergies are developed.
• Identify potential clients within existing portfolio that can be viable for Private Banking segment.
• Ensure compliance in all processes in accordance with BSI established guidelines and procedures.
• Other duties as assigned or requested by immediate supervisor.
Job Requirements
• Bachelor’s degree required or equivalent experience
• 5 - 6 years of relevant experience or demonstrated required level of proficiency
• Strong knowledge of the Private Banking industry and regulations.
• Strong Knowledge of domestic and foreign securities markets and products.
• Skilled at and/or aptitude for assessing client needs, providing applicable solutions/recommendations, and building client relationships based on mutual trust to optimize sales opportunities to existing clients.
• Ability to understand and implement process and/or regulatory requirements during all interactions with clients.
• Ability to effectively present information in one-on-one and small group situations to clients and other employees of the organization.
• Strong sales and marketing skills.
• Excellent written and oral communications skills.
• Excellent organizational and time management skills.
• N/A
• English and Spanish (Portuguese is required only for those working with Brazilian clients).
Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.
Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, ****** orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.
Employer Rights: Employer Rights:This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$81,000.00 USD
Maximum:
$105,000.00 USD
💡 Quick Summary
Seeking a career-building opportunity? The Banker position is now open for candidates interested in the Bank Jobs sector. This role in Miami offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
