Job Details:
Client Relationship Account Officer (Aventura, FL) Lead new client acquisition & retain existing clients by deploying a broad knowledge of Safra’s investments, banking services, & financial planning products. Manage client experience & engage Bank’s resources to deliver complete private banking solutions to clients. 5 ys exp as Client Relationship Mgr or related. Exp must include: restructuring client portfolios according to market movements, devising personalized plans based on suitability, cash flow projections, asset allocation models & risk profile assessments, understanding the Brazilian Market & political outlook, & utilizing Microsoft suite Excel & Bloomberg. 40 hrs/wk.
How to Apply:
Mail resumes to:
Safra Bank of NY
Attn: HR
546 Fifth Avenue
New York, NY 10036
Or email Human.Resources@safra.com. Ref Code: SBNY-011025
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