Private Banker

Private Banker

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

Responsibilities

• Establish periodical contact with existing and potential private 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. Travelling as necessary.
• Servicing primarily the private banking customers by ensuring timely and accurate resolution of operational and relational problems experienced with them and/or their transactions with the Branch.
• Identify, analyse, evaluate and review on an ongoing basis the investor profile of each and every assigned private banking 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 private banking 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.
• Monitor the performance and structure of private banking portfolios, obtaining and issuing instructions as appropriate to maintain such portfolios within customer approved parameters and guidelines. Also, validate and/or supervise correspondence, statements and advices intended for private banking customers.
• Adhere to the codes of ethics, rules and regulations applicable to the marketing, distribution and administration of investment services.
• Issue and manage investment orders to buy, sell or transfer securities for private banking customers, ensuring a fair and prompt execution of any such orders.

Requirements

• Master's degree (M.A., M.S. or M.B.A.) or equivalent; or four to ten years related experience and/or training; or equivalent combination of education and experience.
• Ability to read, analyse, and interpret journals, financial reports, and legal documents.
• Ability to respond to common inquiries or complaints from internal customers.
• Ability to write reports and memoranda.
• Ability to effectively present information to top management, auditors, and/or head office.
• Ability to apply mathematical concepts and operations to such tasks as frequency distribution, determination of test reliability and validity, compute interest rates, ratios, and percent and to draw and interpret graphs.
• Must be able to speak, write and read English and Spanish fluently.

Sabadell Bank is an Equal Opportunity Employer