Job Description

If you have the drive, ambition and skills, then we want to give you this great opportunity! Our client is a boutique bank in Coral Gables. If you’re ready to take the next step in your career, read on.

Ideal candidates will have the skills and experience necessary to:

  • Act as the principal account and relationship manager for new and existing High-Net-Worth Clients.
  • Maintain a high level of client satisfaction by generating, managing and proactively advising for a High-Net-Worth Private Banking portfolio of clients.
  • Develops, generate and follow-up on new client leads through

self-sourced prospecting, existing clients, and referrals from other bank departments.

  • Calls on existing relationships to advise and makes recommendations as needed.
  • Responsible for sales, credit analysis, monitoring, proper loan structuring, client interviewing and perceptive character judgment.
  • Cross sell other bank products.
  • Be adaptable and take on additional assignments as needed.

Qualifications What you’ll bring to the table: 

  • Typically requires a Bachelor’s Degree and 2+ years of directly related experience.
  • Full use and application of standard principles, theories, concepts, and techniques.
  • Working knowledge of banking products and procedures, consumer and commercial credit structuring.
  • Strong sales, client product and relationship management skills.
  • 2+ years of consumer and commercial credit structuring preferred.
  • Experience with Wealth Management Clients (investments, trust and planning)
  • Solid written and verbal communication skills