Position Overview
The International Senior Relationship Manager (SRM) is responsible for managing and retaining a book of business of High Net Worth and Ultra High Net Worth personal & commercial customers (usually $5MM and above). The SRM maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation. The SRM coordinates with product specialists such as trust officers, wealth advisors, etc. to integrate solutions; ensures high standards of service quality are provided to customers to strengthen customer loyalty; and adheres to the Bank's BSA/AML, Compliance and Policies and Procedures. Responsibilities: Develop new client business using external knowledge of target market (LATAM) Assesses customer goals and needs and provides comprehensive advice to customers on proper banking (deposit and lending) products Keep abreast of financial products (including investments & trusts) to provide the best advice a...