International Relationship Manager Sr
On-site · Coral Gables, Florida, United States
Job Summary
Senior International Relationship Manager for High Net Worth and Ultra High Net Worth clients, managing and retaining a book of business usually $5MM and above, coordinating with product specialists to provide comprehensive financial solutions, cross-selling banking products, ensuring compliance with BSA/AML and internal policies, and traveling to cultivate client relationships across LATAM. Responsibilities include assessing client goals, preparing and delivering proposals, coordinating with trust/investment/mortgage teams, maintaining client files for business development and compliance, staying current on banking products and capital markets knowledge, and participating in trainings and networking events. Must have strong sales, negotiation, and relationship-management skills, be able to manage large accounts independently, and travel up to 25%.
Required Qualifications
- 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
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