Private Banking Officer

Banco Sabadell Private Banking Officer

Banco Sabadell has operated in the United States since 1993 with an international full branch established in Miami. We offer Corporate Banking services to international companies in the American market, as well as International Private Banking services primarily to Latin American high-net-worth individuals seeking personalized financial guidance.

Our business model is based on the adaptation to market needs and the close and strategic relationship with customers, resulting in client loyalty and long-term customer retention. This unique strategy, along with the permanent orientation towards the search for professional performance, quality and innovation of our qualified human resource team, enables Banco Sabadell, Miami Branch to occupy an outstanding position in the banking business market. Our mission is to be Your Trusted Advisor for your personal investments and banking needs, as well as Your Relationship Manager for your business needs. Our banking teams work together to offer you and your business customized solutions in one place, one bank.

Banco Sabadell is seeking a Private Banking Officer to join a dynamic team within one of the fastest growing banks in Florida.

Responsibilities

• Establish periodical contact with existing and potential private banking & personal banking customers for the assigned target regions, whether through onsite calls, in writing or electronically, with a view towards maintaining and expanding their business dealings with the bank in general and the Branch in particular. Traveling as necessary.
• Servicing primarily the private banking customers & personal banking customers by ensuring timely and accurate resolution of operational and relational problems experienced with them and/or their transactions with the Branch.
• Identify, analyze, evaluate and review on an ongoing basis the investor profile of each and every assigned customer with whom an advised or managed account relationship exist.
• Make any and all necessary efforts and diligences leading to an adequate knowledge of the bank's customers, so as to reasonably establish from time to time the legitimacy and soundness of their character and transactions.
• Liaise and coordinate with the treasury and investment function to render quality investment management, advisory and execution services.

Requirements

• Bachelor's degree; or four to ten years related experience and/or training; or equivalent combination of education and experience.
• Must be bilingual (English & Spanish).

Sabadell Bank is an Equal Opportunity Employer