Global Private Banker - High-Net-Worth Solutions

International Finance Bank Inc.; Miami (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

International Finance Bank Inc. in Miami seeks an International Preferred Banker to deliver personalized financial services to high-net-worth clients. You will understand client needs, offer tailored banking solutions, and support profitability for the department and Bank.

Responsibilities include relationship building, cross-selling services, ensuring compliant operations, and maintaining excellent client satisfaction. This full-time role requires English and Spanish proficiency.

Qualifications

• Graduated Professional with relevant education.
• 1–2 years of experience in the position.
• Fluency in English and Spanish required.

Responsibilities

• Builds long-term relationships with high-net-worth clients by understanding their goals and aligning solutions.
• Collaborates with management to anticipate market trends and adjust banking strategies.
• Delivers prompt, high-priority service for preferred clients and addresses inquiries.
• Identifies opportunities to cross-sell investment management, wealth planning, insurance, or real estate.
• Supports client retention through loyalty programs and personalized offers.
• Manages day-to-day operations for preferred accounts including deposits, withdrawals, and loans.
• Assists in preparing and reviewing contracts and documentation for accounts.
• Performs other duties as assigned by leaders.

Skills

Banking Products

Cash Management

BSA & Compliance

Sales & Market Analysis

Education

Graduated Professional

Business, Finance, Accounting or Economics

Job description

International Finance Bank Inc. in Miami seeks an International Preferred Banker to deliver personalized financial services to high-net-worth clients. You will understand client needs, offer tailored banking solutions, and support profitability for the department and Bank.

Responsibilities include relationship building, cross-selling services, ensuring compliant operations, and maintaining excellent client satisfaction. This full-time role requires English and Spanish proficiency.