PRIVATE BANKER

RESPONSIBILITIES

• Develop and deepen client relationships to really understand the client situation and develop tailored wealth management strategies. Add value to sophisticated Brazilian clients and the intermediaries representing them;
• Develop expertise in financial markets and products and apply to clients’ portfolios and needs;
• Successfully get referrals and convert prospects to clients – Close the business;
• Create, organize and implement a wealth management strategy designed to deepen relationships with existing clients;
• Identify potential sales opportunities with existing clients; actively manage and deepen the client relationship;
• Proactively analyze client needs; identify value added opportunities, and provide creative solutions, negotiate terms, determine pricing, and document standards in complex transactions. Offer full array of appropriate products to meet clients’ needs;
• Maintain access to and credibility with clients as a trusted financial advisor. Handle inquiries and resolve problems whenever contacted by client.

PROFILE

• Bachelor’s degree in Finance, Accounting, Business Administration or related areas;
• Master is a plus;
• Multi-year experience in Private Banking or the affluent market segment;
• Demonstrated record of accomplishment in relationship selling;
• Experience in selling new products, based on client need;
• Knowledge of many products including investments, investment finance, and banking;
• Knowledge of EMEA markets and the financial market relevant to the client base Latam America.

To apply please please go to: http://www.g4americas.com/v/private-banker-5499