Global Private Banking Specialist

International Finance Bank; New York (NY); On-site; USD 36,000 - 43,000; Full time

Job summary

International Finance Bank seeks an International Preferred Banking Specialist in New York, NY. The role delivers tailored financial solutions to high-net-worth international clients, handling cross-border banking needs, lending, accounts, and advisory services.

Responsibilities include building long-term relationships, aligning operations with global regulations, and managing client portfolios while ensuring accuracy and compliance. Fluency in English, Spanish, and Portuguese is preferred.

Qualifications

• Strong banking and financial knowledge required.
• Proficiency with Microsoft Office and banking software.
• Excellent verbal and written communication skills required.
• Ability to read and understand corporate legal documentation.

Responsibilities

• Develops relationships with high-net-worth international and domestic clients.
• Ensures compliance with AML/KYC regulatory frameworks.
• Promotes specialized financial products and services for clients.
• Manages client portfolios and communicates performance updates.

Skills

Banking knowledge

MS Office

Interpersonal skills

Verbal & written communication

Legal documents reading

Education

Technical Studies

BSA/AML certification

Credit training

Tools

MS Office suite

Banking software

Job description

International Finance Bank seeks an International Preferred Banking Specialist in New York, NY. The role delivers tailored financial solutions to high-net-worth international clients, handling cross-border banking needs, lending, accounts, and advisory services.

Responsibilities include building long-term relationships, aligning operations with global regulations, and managing client portfolios while ensuring accuracy and compliance. Fluency in English, Spanish, and Portuguese is preferred.