An American investment management firm with a wealth management division based in Miami, Florida is seeking an international client relationship manager with fluent English and Spanish languages. This role is pivotal in leading the overall service delivery model, encompassing the bank's digital offerings and wealth management banking strategy in the market while ensuring a superior client service.
Key responsibilities will be partnering with the market leadership team, Market Executives and Wealth Management Associates to address daily business needs. Driving responsible growth while minimising regulatory, financial, operational and reputation risks. Leading the service delivery model and wealth management banking strategy in respective markets to drive business growth. Hiring, developing and leading a team of cross-functional professionals to support Financial Advisor teams and deliver exceptional client services. Supervising financial transactions and operations to promote risk management best practices and ensuring compliance with policies and procedures, while preparing for any type of branch audit. Leading Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals.
As well as managerial tasks you will also be expected to ensuring client service expectations are consistently met and exceeded while balancing risk and exposure. Managing the branch's Wealth Management Client Associates and Service Support Staff. Representing the office in interactions with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel. Utilising diverse products and services, trend analysis, risk assessment, human resources and broad industry knowledge. Coaching teams to deliver a modern, digital-first service model focused on client satisfaction. Pro-actively identifying opportunities to connect Financial Advisors and clients to the broader enterprise and overseeing daily operations to ensure compliance with industry regulations, policies and procedures.
The successful candidate must currently hold SIE, Series 7, Series 66 (or Series 63 and Series 65), Series 9 and Series 10 (or Series 8) licenses, or equivalent. A minimum of 5+ years of professional experience with expert knowledge of regulatory and supervisory requirements as well as corporate policies and procedures. An in-depth investment product knowledge, including 401K, options, annuities, tax, retirement plans, money funds, mutual funds, liabilities, margin and trust operations; Strong customer service and communication skills.
Bilingual in Spanish is essential. For further information and to provide your current cv please email Vanessa Raine at vanessa.raine@ap-executive.com
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