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Account Officer (International Private Banker)

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IDB

2024-11-06 16:44:54

Job location Florida, Florida, United States

Job type: fulltime

Job industry: Accounting

Job description

Job Description

Israel Discount Bank of New York, a mid-size financial institution is looking for an international Private Banker to support the bank's strategic growth in the Florida region. Ideally a banker that focuses on these Countries: Venezuela, Panama, Columbia, Peru and Costa Rica

Leverage expertise in wealth management and financial advisory to cater to the client, their family and business. Manage overall client relationship profitability and portfolio risk, and assume responsibility for profitable growth of the portfolio. Private Bankers provide financial solutions by utilizing the capabilities within the bank as well as those of the outside providers.

Responsibilities

Obtain, maintain and increase existing account relationships.

Identifying potential new clients and working with them to build up a mutually beneficial and profitable relationship

Bring a new book of business (Domestic and International clients)

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.

The role involves approving opening of accounts, attending to client requests, monitoring of account activity, purchasing and selling securities through IDB Capital, and coordinating with the Associates to ensure all customer transactions are appropriately and timely processed.

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