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Aventura

    Associate Director - Aventura, United States - Safra Securities LLC

    Safra Securities LLC
    Safra Securities LLC Aventura, United States

    6 days ago

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    Description
    5 days ago

    Be among the first 25 applicants
    Safra National Bank of New York ("Safra National") is a nationally chartered U.S.

    Bank supervised by the Office of the Comptroller of the Currency and member of the Federal Deposit Insurance Corporation ("FDIC").

    Headquartered in New York, with a branch in Florida and representative offices in Brazil, Chile, Mexico and Panama, Safra National is a leading private bank with a devoted team of relationship managers serving many sophisticated U.S.

    and international high net worth clients.

    Job Description:


    Safra National Bank is seeking an Associate Director to manage the financial activities for high net-worth clients while developing relationships with clients.

    Establish relationships with high-net-worth clients to monitor financial situation and identify client needs resulting in new sales opportunities.
    Review and identify potential business opportunities for clients to engage in additional products and services.

    Exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests.

    Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions.

    Qualifications:
    Bachelor's degree (B.A.) from four-year College or university
    2+ years of related experience in financial markets and/or financial products or related
    Series 7 License is required
    Experience in a client-facing role working with high-net-worth Latin American clients.

    Ability to discuss legal matters pertaining to the structure of investments and follow up with lawyers to obtain documents as necessary.

    Ability to read, analyze, and interpret common technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from clients.
    Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
    *This position is based in Aventura, Florida
    Safra National Bank of New York is an Equal Employment Opportunity
    Seniority level

    Seniority level

    Mid-Senior level
    Employment type

    Employment type

    Full-time
    Job function

    Job function

    Project Management
    Industries

    Banking
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