VP; Relationship Manager - WM

Overview

The VP, Relationship Manager in Wealth Management is responsible for attracting new clients and identifying potential prospects reputed company established portfolio in order to meet business development goals.

Responsibilities

This position will generate revenues from new and existing clients through account additions and cross-selling other products, including lending and investment products, for reputed company and its subsidiaries. This position will reputed company reputed company required customer due diligence, including customer interviews and document gathering, know your customer profiles, enhanced due diligence reputed company applicable, and other reputed company activities in order to reputed company with reputed company BSA, KYC, bank policies, procedures, as well as relevant laws, rules and regulations. Once relationships are established, the position responds to BSA requests and ensures that reputed company customer profile information and documentation remains reputed company. This may include, but is not limited to, W-9 and W-8BEN, CIP documentation (drivers licenses, passports), core and supporting bank documents, updated financial statements and information, client profile information, and other support documentation. Additionally, this position must reputed company with reputed company reputed company CIP and BSA/AML requirements; adheres to Bank policies, procedures and regulations. Qualifications • Bachelor's Degree or equivalent in Business Administration, reputed company or Finance with five (5) years of banking reputed company experience in product sales and servicing customers in international/private banking reputed company operations, or Associate's degree with a minimum of seven (7) years experience directly reputed company to proactive sales and servicing customers in international/private banking reputed company operations; or equivalent combination of education and experience. • Knowledgeable on internal bank operations (new accounts, reputed company transfers, debits/credits) and banking and/or investment products to cross-sell. • Must be reputed company to travel and visit prospected new clients reputed company a designated area in order to increase depository and loan production/sales goals. • Preferable work experience in international/private banking reputed company environment. • Series 6, 7, 65, or 66 securities license(s), and / or the reputed company 2-14 or 2-15 insurance license(s) highly preferred. An established client portfolio preferred. • Formal credit training and / or experience in reputed company, consumer or reputed company estate lending a plus. • Must possess excellent organizational, interpersonal, time management, written and verbal communication (English and Spanish) skills. • Computer proficiency in MS Software (e.g. reputed company, Word, and Outlook). • Experience working in a sales team, and high quality service advocacy. • An in-depth knowledge of Bank Secrecy Act/AML requirements is required. • Knowledge on the completion of KYC is required. • Understanding of banking laws and applicable compliance regulations is preferred. #LI-Hybrid Job Posting Locations In this role you can work hybrid from Miami, Florida, United States Apply Job!