Vice President, Private Banker

The VP Private banker is responsible for bringing his/her existing book, growing and maintaining it. Expected to use cross-sell Credit and investment products to clients whilst maintaining a very high client satisfaction. The person is expected to uphold all compliance standards whilst also ensure all rules and regulations applicable are upheld.

Responsibilities

• Develop a base of prospective clients through referrals and expand market share.
• Abilities to cultivate new business from High Net Worth and Ultra High Net Worth clients, activities which can be performed through referrals and through your own network and by actively approaching potential clients.
• Actively engage in contact with counterparties, primarily based in Peru and/or LATAM, through phone calls, in person meetings and email to improve our understanding of customers’ needs and position to deliver products that meet those needs.
• Identify risk management factors (Credit, operational, legal, etc.) on a timely basis.
• Profiling the needs and identifying business opportunities.
• Build relationships with clients and families and cross generations to be able to establish long term relationships.
• Product Management and Financial Advisory
• Develop and implement sales strategies and the subsequent servicing of UHNW customers and quality management of standard banking products and services.
• Understand and identify credit needs which can range from Advisory Lending, Securities Based Lending, Retail Lending, and investment needs (liquidity, cash management) of current and potential Private Banking clients and offer banking solutions as part of an integrated Wealth Management client team.

Qualifications

• Analyze and document clients credit worthiness for presentation to local and/or Head Office credit committees ensuring that all credit proposals fairly assess the risks inherent in a proposed transaction to make well-supported recommendations
• Ability to understand, speak, read and write English and Spanish
• Credit Origination
• Identification and development of credit opportunities, especially credit transactions involving term loans, Residential and Commercial Real estate and specialty loans.