Global HNW Wealth Banker

International Finance Bank; Sunset Corners (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

International Finance Bank is seeking an International Preferred Banker in Miami, FL, to deliver tailored financial services to high-net-worth clients. You will develop strategies to deepen client relationships and align offerings with client goals, while coordinating with management on market trends and service improvements.

The role emphasizes cross-selling wealth solutions, retention programs, and diligent account management to ensure client satisfaction and growth of assets under management.

Qualifications

• Graduated Professional degree required.
• Degrees in Business, Finance, Accounting or Economics preferred.
• 1–2 years of experience in the position.
• Languages: English and Spanish.

Responsibilities

• Assists in building long-term strategies to deepen relationships with high-net-worth clients by understanding their financial goals and aligning them with the bank’s products and services.
• Works with management to anticipate market trends and adjust the preferred banking strategy to safeguard client assets and ensure sustainable growth.
• Develops a service model that provides prompt and effective solutions for preferred clients, addressing their inquiries and concerns with high priority.
• Identifies opportunities to cross-sell products, such as investment management, wealth planning, insurance, or real estate services, based on client profiles.
• Works on retention strategies such as loyalty programs, personalized offers, and special events to enhance client satisfaction and loyalty.
• Manages day-to-day operations related to preferred clients’ accounts, including deposits, withdrawals, loan applications, and other transactional needs.
• Assists in preparing and reviewing client contracts, agreements, and other necessary documentation related to account management and services.
• Other duties: Perform other duties as assigned by leaders

Skills

Client relations

Cross-selling

Sales analytics

Bilingual English/Spanish

Education

Graduated Professional

Business, Finance, Accounting or Economics

Job description

International Finance Bank is seeking an International Preferred Banker in Miami, FL, to deliver tailored financial services to high-net-worth clients. You will develop strategies to deepen client relationships and align offerings with client goals, while coordinating with management on market trends and service improvements.

The role emphasizes cross-selling wealth solutions, retention programs, and diligent account management to ensure client satisfaction and growth of assets under management.