Financial Advisor

Latin American bank with operations in the US, specializing in savings & deposits, securities brokerage, asset management and insurance.

Job Description

Looking for a seasoned new business development financial advisor for the International Wealth Management Division for the Miami operations, covering LATAM countries market. The professional main responsibilities will be:

  • Develop and manage investment portfolio of international banking clients and provide a wide range of financial advice.

  • In addition, cross sell banking products and services consisting of credit and deposits.

  • Execute sales plans and strategies in order to ensure goals are consistently met.

  • Responsible to grow assets and revenues of High Net worth (HNW) individuals.

  • Grow and maintain a profitable client relationship portfolio (AUMs and ROA).

  • Execute sales and strategy plans in order to ensure goals are consistently met.

  • Conduct client suitability through proactive client engagement and development of financial plans and profiling.

  • Focuses on quality of assets; enhance cost efficient practices, maintain sound bank regulatory practices current (BSA/Compliance policies) and current Risk Management policies and NASD Best Practice.

  • Adept and diplomatic conflict resolution skills.

  • Leverage and coordinate with specialists and provide cross selling opportunities for clients.

Education and experience required

  • Requires strong interpersonal skills and knowledge of the financial and global investment markets.

  • Over 5 years’ experience in their respective market.

  • Travel required to respective market.

  • Must be fluent in Spanish and English; communicating verbally and in writing.

  • Ensures all documentation is up to date, complete and in compliance with all policies, regulations, laws and procedures.

  • Bachelor’s Degree (Business Management or related major)

  • Ability to read, write, and verbally communicate professionally and effectively with any/all business contacts – staff, members, vendors, boards, developers, etc.

  • Series 7, with 63 or 65, or 66 (combination of the 63 and 65) required or able to obtain within (3) months of hire.

  • Fluency with Microsoft Word, Microsoft PowerPoint and Microsoft Excel at an intermediate level and Bloomberg Screen Access.

Financial Advisor

place Miami-Dade County, Florida - United States
  • Finance