Private Banking AVP - Client Relations & Trading
Safra National Bank
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Job summary
Safra National Bank seeks an Assistant Vice President – Private Banking in Aventura, FL to support high-net-worth clients with comprehensive banking and investment solutions. You will work closely with Senior Bankers, assist in client relationship management, execute trades, ensure KYC/AML compliance, and coordinate with trading, wealth management, and operations teams.
Requirements include a Bachelor's in finance or related field, 3+ years in private banking or trading support, FINRA Series 7,
Qualifications
- Bachelor’s degree in finance, business, economics, or related field.
- 3+ years in private banking, investment advisory, or trading support.
- FINRA Series 7 license.
- Strong knowledge of banking products and financial markets.
- Fluency in Spanish (required).
Responsibilities
- Support Senior Bankers in managing high-net-worth client relationships.
- Assist in preparing financial proposals and investment presentations.
- Facilitate account openings and coordinate with PB services.
- Execute and monitor client trades across equities, fixed income, and structured products.
- Ensure compliance with KYC, AML, and other regulatory requirements.
- Collaborate with trading, investment, and operations teams to deliver seamless service.
Skills
Education
Tools
Job description
Safra National Bank seeks an Assistant Vice President – Private Banking in Aventura, FL to support high-net-worth clients with comprehensive banking and investment solutions. You will work closely with Senior Bankers, assist in client relationship management, execute trades, ensure KYC/AML compliance, and coordinate with trading, wealth management, and operations teams.
Requirements include a Bachelor's in finance or related field, 3+ years in private banking or trading support, FINRA Series 7,
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