Safra National Bank · 17 hours ago
Client Service Associate
Miami-FTL Area
Full-time
Onsite
Senior Level
5+ years expSafra National Bank of New York is a leading private bank focused on serving high net worth clients, particularly in Latin America. The Client Service Associate will support high-net-worth clients by providing customized banking and investment solutions, facilitating account openings, and ensuring compliance with regulatory requirements.
Banking
Responsibilities
Work closely with Senior Bankers to provide customized financial solutions to high-net-worth clients, including banking and investment products
Act as a key point of contact for clients, addressing inquiries related to accounts, securities transactions, and market updates
Support the execution of client transactions across all relevant companies including Safra Bank, Safra Securities, LLC, and J.Safra Asset Management (collectively referred to as “PB Services”), as appropriate
Maintain proactive communication with clients, ensuring a high level of service and identifying cross-selling opportunities for the institution’s PB Services that are consistent with all compliance policies
Assist in preparing financial proposals, investment presentations, and customized reports for client meetings that are consistent with all compliance policies
Execute and facilitate client trades across equities, fixed income, structured products, FX, and other investment vehicles that are consistent with all compliance policies
Monitor market conditions, provide investment insights, and support clients in implementing their trading strategies that are consistent with all compliance policies
Collaborate with internal trading desks, and other professionals that may be offering PB Services to ensure efficient trade execution and best practices
Assist in corporate actions, and investment-related reporting and disclosures for clients
Ensure all trading and investment activities comply with internal policies and external regulations
Oversee the onboarding of new clients, ensuring proper documentation and compliance with KYC, AML, and other regulatory requirements
Facilitate the account opening process for banking and investment accounts, coordinating with legal, compliance, and operations teams
Conduct periodic client reviews to maintain updated risk profiles and ensure compliance with all appropriate regulations
Stay updated on regulatory changes impacting private banking and investment activities, implementing best practices accordingly
Assist in processing client transactions, including wire transfers, FX transactions
Support the resolution of operational issues related to client investments, account management, and trade settlements
Monitor client portfolios, ensuring accuracy in trade execution and alignment with investment mandates
Collaborate with internal teams across banking, wealth management, and compliance to enhance client experience
Ensure all investment and banking transactions align with regulatory frameworks, internal policies, and industry standards
Maintain confidentiality and uphold data security standards in handling client information
Work closely with compliance teams to address regulatory inquiries and implement risk management measures
Qualification
Required
Bachelor's degree in finance, Business Administration, Economics, or a related field
5+ years of experience in private banking, investment advisory, or trading support within a financial institution
Finra Licensing (Series7)- Required
Strong knowledge of banking products, investment strategies, financial markets, and trading execution
Experience with equity, fixed income, structured products, FX, and alternative investments
Excellent client-facing and relationship management skills, with the ability to communicate complex financial solutions
Proficiency in Bloomberg, trading platforms, and Microsoft Office (Excel, Word, PowerPoint)
Strong attention to detail, organizational skills, and ability to work in a fast-paced environment
Fluency in Spanish or Portuguese, particularly for LATAM-focused roles
Preferred
MBA or CFA preferred
Company
Safra National Bank
Welcome to Safra National Bank.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Simoni Morato
Chief Executive Officer
Rafaelo Colombo
Chief Operating Officer
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