Job Description

*This is a banking position*

The International Private Banker is responsible for managing and growing a portfolio of high-net-worth international clients by delivering customized banking and financial solutions. This role serves as the primary relationship contact, providing personalized service and guidance across deposit accounts, lending, investments, insurance, and mortgage products. The ideal candidate has a strong background in private banking, international client relationship management, and new business development, with the ability to identify client needs and build long-term relationships.

Job Responsibilities

• Develop and manage a portfolio of high-net-worth international banking clients, providing personalized service and tailored financial solutions.
• Build new client relationships through prospecting, networking, referrals, and proactive business development.
• Identify client financial needs and recommend appropriate banking, lending, investment, insurance, and mortgage products and services.
• Conduct client needs assessments, develop financial profiles, and maintain regular engagement to strengthen relationships and identify new opportunities.
• Collaborate with internal specialists across mortgage, investments, commercial banking, and other business lines to deliver comprehensive financial solutions.
• Develop and execute sales strategies to achieve business development, deposit growth, lending, and relationship management goals.
• Monitor client deposit and loan relationships to maintain portfolio quality and identify opportunities for relationship expansion.
• Analyze client information, product offerings, and market trends to identify additional business opportunities.
• Resolve client banking needs by coordinating with internal teams and ensuring a high level of personalized service.
• Maintain accurate client information and ensure all transactions and client relationships comply with applicable banking regulations, internal policies, and compliance standards.
• Support audit and regulatory requirements while maintaining a high-quality, compliant client portfolio.

Qualifications

• Bachelor's or master's degree in business administration or a related field; a master's degree is preferred.
• At least five years of banking relationship management experience, particularly in developing and managing high-net-worth international client relationships.
• Demonstrated ability to build and expand a portfolio of high-net-worth clients, including international clients.
• Experience with private banking products and services, including deposits, lending, investments, and mortgages.
• Strong business development, prospecting, relationship management, and sales skills.
• Fluency in both English and Spanish, including speaking, reading, and writing.
• Strong analytical, problem-solving, organizational, and communication skills.
• Ability to assess client needs, recommend appropriate financial solutions, and collaborate effectively with internal specialists.
• Knowledge of banking regulations, compliance requirements, and appropriate client relationship management practices.

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