Private Banking Associate Bilingual

Job Description

Job Description

Location: Aventura, Florida
Type: Six-month contract with potential extension
Schedule: Monday–Friday, 9 a.m.–5 p.m.

About the opportunity

Join an International Private Banking team serving clients primarily across Latin America. You will partner with private bankers to support clients’ everyday banking and brokerage account needs, from account opening and documentation to transactions and ongoing account maintenance.

This opportunity is suited to an organized, proactive banking professional who enjoys building client relationships and taking ownership of requests through completion.

What you’ll do

• Deliver responsive, personalized service to international private banking clients in English and Spanish.

• Prepare account opening documents for individual and corporate/entity clients, considering client risk, account structure, and product requirements.

• Complete and update Know Your Customer (KYC) files, collect required documentation, and follow up on outstanding items.

• Verify client instructions and coordinate wire transfers, account maintenance, and other transactions with internal teams.

• Support brokerage account administration, including account opening, maintenance, and funding to cover trades.

• Assist clients with online banking enrollment, access, and credential resets.

• Communicate with clients through email, phone, and the bank’s monitored WhatsApp channel; collect documents and signatures through DocuSign.

• Partner with the credit team on new and existing loan requests, ROE models, payoff requests, and loan inquiries.

• Monitor client transactions and alert the banking team to potential fraud or unusual activity.

What you’ll bring

• Fluent written and spoken English and Spanish .

• International private banking experience , including familiarity with documentation and due diligence requirements for clients based outside the United States.

• Hands-on experience with account opening, KYC, client service, and account maintenance.

• Ideally 5–7 years of relevant experience . Candidates with 3–5 years of directly relevant private banking, wealth management support, or international banking operations experience will also be considered.

• Excellent organization, attention to detail, and time management.

• Strong problem-solving skills and the ability to work independently, navigate incomplete information, and follow requests through completion.

• Professional judgment and integrity when handling sensitive client information.

• High school diploma or GED.

• Ability to work in the Aventura office four days per week.

Preferred qualifications

• Bachelor’s degree in a related business field.

• Wealth management or brokerage account administration experience.

• Familiarity with corporate/entity documentation.

• Experience using DocuSign.

• Portuguese language skills.

Interview process

Interviews will be virtual and include conversation in both English and Spanish.

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