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Private Banker Mexico

Norman Alex Miami ,FL
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Our client, a top international private bank with a rich heritage, is seeking a Senior Private Banker covering MEXICO.

Responsibilities:
- Book of clients with at least $300MM+ in assets.
- The Banker will have a Hunter’s mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing Ultra High Net Worth clients focused in Mexico.
- Responsible for advising on and implementing investment, banking and trust/estate solutions for core clients with assistance from the integrated team
- Ensure that the proposed solutions maximize the clients’ needs, goals and objectives.
- The candidate's performance will be measured by objectives using specific financial and client satisfaction objectives.

Qualifications:
- Significant experience in Private Banking & Wealth Management working with Ultra High Net individuals, specifically offshore domiciles.
- Proven track record in prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.
- Enthusiasm, appetite and proven experience in business development and client acquisition and a desire to travel extensively to build out your practice and deepen existing relationships.
- Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities.
- Opportunities in traditional & alternative investment vehicles, i.e. Lombard, mortgages, art as well as financing high-end luxury pleasure craft including but not limited to auto, boat, ship, airplane, helicopter.


You will be provided a robust autonomous platform & structure, along with top tier compensation, including bonuses tied to your production metrics. Total in excess of $200,000 USD.


This is a Miami/NY based role for local candiates only.

PLEASE ONLY REPLY IF YOU HAVE A STRONG EXPERIENCE IN PRIVATE BANKING. OTHER PROFILES WON'T BE CONSIDERED.

 

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Norman Alex

Address

Brickell Avenue
Miami, FL
USA