Job Details

ID #54156585
Estado Florida
Ciudad Aventura
Tipo de trabajo Full-time
Fuente IDB
Showed 2025-07-12
Fecha 2025-07-12
Fecha tope 2025-09-10
Categoría Etcétera
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LatAM Team Private Banker - Columbia Market

Florida, Aventura
Aplica ya

We are looking a private banker  with relations in the Columbia market and a book of business. Some of the responsibilities are:Identifying potential new clients and working with them to build up a mutually beneficial and profitable relationship Acts as the principal business development officer including client acquisition, cross sales of deposits, loans and investment services Building the balance sheet and P & L of their team Proactively advise and consult with clients, explaining the types of financial services available, educating them about investment options and potential risks and recommending investments Monitor the performance of client accounts, to ensure the accounts are behaving positively and meeting clients' needs Be well informed of market conditions and doing research to determine good opportunities to meet Private Banking revenue goals Work closely with Private Banking Assistants to serve client accounts effectively and efficiently Adherence and compliance with all policies, procedures, regulations, audit standards, and risk guidelines.

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