Bci Miami · 2 days ago
International Banker & Wealth Advisor
Miami, FL
Full-time
Onsite
Entry, Mid Level
2+ years expBci Miami provides financial services to individuals and corporations, focusing on personalized client experiences. The International Banker & Wealth Advisor is responsible for managing a profitable client relationship portfolio and achieving business results through strategic sales development.
BankingFinancial Services
Responsibilities
Prepare and manage Marketing and Sales Plan of customer portfolio assigned
Meet goals in conjunction with Department goals
Dual responsibility between the Bci Bank and Securities; NASD Registered with Series 7 and future 66 licenses as a Wealth Manager Advisor (WMA or FA)
Provide training and coaching to Client Service Associates (CSAs)
Provide Trading support for the team
Lead the strategic expansion of existing customer relationships across regional offices (Chile, Peru, and Colombia) and the Miami Office
Serve as a liaison and business partner with the Relationship Managers of Bci Chile across Bci Chile (Banca Preferencial, Private Bank, Premier Banking, GIC, BAM) and Bci Securities
Develop and deliver innovative wealth management financial advice and solutions to clients in collaboration with the Investment Team
Identify and proactively address key investment needs of assigned clients and their businesses, leveraging banking products to bring net new assets
Establish, promote, and maintain a robust pipeline of opportunities to achieve the Team’s annual AUM and revenue goals
Manage and ensure the timely resolution of all client inquiries, complaints, and service issues (internal and external)
Focus on the achievement of continuous self-improvement and respond effectively to changing circumstances
Maintain a focus on asset quality, drive cost-efficient practices, and ensure strict adherence to all sound bank regulatory practices, including BSA/Compliance policies, Risk Management policies, and NASD Best Practices, as well as the policies and procedures of the Bank and BCI Securities
Present investment proposals, review existing investment portfolios while maintaining clients in line with their suitability/risk appetite
Evaluate the performance and asset allocation of existing portfolios and make necessary adjustments
Manage client needs, service, trades, problem resolution, process issues and respond to client's inquiries
Attend financial advisor meetings and continuing education sessions to stay current about products, services and policies
Travel if required
Follow the Bank’s and Dept’s policies and procedures as well as the ones of BCI Securities
Qualification
Required
Bachelor's degree in a related field or equivalent combination of coursework and work experience
At least 2 years of investment experience in International Wealth Management and knowledge in Investments and Bank Products
Required licenses, Series 7 & 66 (or 63/65), maintain licenses current and in good standing
Ability to understand, speak, read and write English and Spanish
Ability to operate IBM compatible personal computers; Intermediate - expert fluency with Microsoft Word, Microsoft Excel, Microsoft PowerPoint and Bloomberg Screen access and other banking applications
Work all hours required to fulfill job duties and responsibilities (including weekends, evenings and holidays as needed)
Maintain regular and predictable attendance and work the hours and/or shifts assigned
Maintain courteous, professional and effective internal and external working relationships
Must receive and provide clear, constructive feedback in a cooperative and professional manner
Effectively speaking before groups of customers or employees
Assume evolving duties and responsibilities of position
Provide coverage for other positions as requested
Ability to carry and lift boxes and objects that may weigh between 10 and 25 pounds
Company
Bci Miami
Bci Miami is the US branch of Banco de Credito e Inversiones, a Chilean bank that has been for more than 75 years in the market.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Frances Melendez, SHRM-CP
Banking Officer - HR Business Partner
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