Growth-Driven Private Banker (Junior)

Itau US; United States; On-site; USD 65,000 - 95,000; Full time

Job summary

Itau US is seeking a Junior Private Banker to support client acquisition and collaborate with the investment and advisory teams to meet client expectations.

You will generate leads, assess banking, investment and wealth planning needs, and deliver tailored solutions. Work with product experts to maximize the client experience, while maintaining documentation and compliance with BSA/AML requirements.

Qualifications

• FINRA Series 7 License required.
• Fluent in English and Spanish.
• Strong sales and relationship management skills.
• Excellent analytical and organizational abilities.
• Ability to collaborate with multiple teams.

Responsibilities

• Support expansion of private banking by generating and following up on leads and assessing client needs.
• Identify and deliver suitable banking and wealth planning solutions after needs assessment.
• Collaborate with investment, advisory teams and product experts to maximize client experience.
• Meet and exceed client expectations with professional, timely service.
• Maintain disciplined account management and documentation (W8, KYC).
• Identify sources for prospects and drive client acquisition.

Skills

FINRA Series 7 License

Bilingual English/Spanish

Sales oriented

Relationship management

Analytical skills

Team collaboration

Education

Bachelor’s degree in business administration or related field

Job description

Itau US is seeking a Junior Private Banker to support client acquisition and collaborate with the investment and advisory teams to meet client expectations.

You will generate leads, assess banking, investment and wealth planning needs, and deliver tailored solutions. Work with product experts to maximize the client experience, while maintaining documentation and compliance with BSA/AML requirements.