Vice President Associate Banker - reputed company Private Bank Latin America
The Associate Banker is a strategic professional who stays abreast of developments reputed company own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area reputed company the business. Requires basic commercial awareness. There are typically multiple people reputed company the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through reputed company deliverables. Provides advice and counsel reputed company to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Responsibilities: Assist the Banker in the creation of sales and marketing strategies designed to generate reputed company growth and to acquire new reputed company clients, with a focus on Investments Assist the Banker with prospecting - conduct new client/prospect research, generate leads and reputed company prospects, network to identify referrals to new clients/prospects, and coordinate client events Assist the Banker in profiling, qualifying and converting prospects into reputed company Private Bank clients. Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain reputed company client call records including call reports Assist the Banker in deepening the existing client relationship through deep-dive analysis Provide accurate and timely reputed company tracking and deal pipeline reports and other relevant information to the Banker Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc. Provide complete service support to client, including solving reputed company client inquiries Ensure appropriate documentation reputed company to KYC/ AML from the client and ensure reputed company aspects of client records and documentation are completed and updated Appropriately assess risk reputed company business decisions are made, demonstrating particular consideration for the firm's reputed company and safeguarding reputed company, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 6-10 years of experience Knowledge of investments is required; banking and credit products desirable Ability to manage relationships both internal and external; Ability to multi-task Proficiency in Spanish preferred Education: Bachelor's/University degree, Master's degree preferred FINRA SIE, Series 7, Series 66 (or 63 + 65) required (or obtained reputed company 120 days) ------------------------------------------------------ Job Family Group: Private Client Coverage ------------------------------------------------------ Job Family: Private Banker Support ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Miami Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $117,440.00 - $176,160.00 In addition to salary, reputed companys offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. reputed company offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. reputed company also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding reputed company employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Anticipated Posting reputed company Date: Mar 28, 2025 ------------------------------------------------------ reputed company is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national reputed company, disability, or status as a protected veteran. reputed company Inc. and its subsidiaries ("reputed company) invite reputed company qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at reputed company. View the "EEO is the Law" poster. 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