Job Description
Job Description
Private Banking Assistant New York
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 a Private Banking Assistant to interface with clients and other departments of the bank.
Responsibilities :
- Open client accounts
- Explain financial services and products to customers
- Maintain client base, keep current client plans up-to-date on an ongoing basis
- Answer clients’ questions about purposes and details of financial plans and strategies
- Perform any other related tasks as needed
Qualifications :
- Bachelor’s degree (B.A.) from four-year College or university Preferred
- Series 7 license is required
- 2+ years of related experience in financial markets and / or financial products or related
- Fluency in Portuguese is preferred
- 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
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Private Banking Assistant
Private Banking Assistant | New York. Safra National Bank is seeking a Private Banking Assistant to interface with clients and other departments of the bank. Headquartered in New York, with a branch in Florida and representative offices in Brazil, Chile, Mexico and Panama, Safra National is a leadin...
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Private Banking Assistant | New York Safra National Bank of New York ("Safra National") is a nationally chartered U. Job Description: Safra National Bank is seeking a Private Banking Assistant to interface with clients and other departments of the bank. Headquartered in New York,...
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