6 дней назад
Senior Banking Advisor (Wealth Management)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Banking Advisor (Wealth Management): Developing and managing complex wealth management relationships across banking, credit, and treasury management with an accent on financing solutions, client development, and goals-driven advisory. Focus on structuring and negotiating complex lending agreements, analyzing pricing and interest-rate structures, and leading cross-functional strategic initiatives.
Location: Miami, FL, United States
Applicants must be authorized to work in the U.S. without employment-based visa sponsorship.
Company
provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.
What you will do
- Develop new client relationships through prospect identification and targeted marketing strategies.
- Manage complex banking, credit, and treasury management relationships and identify opportunities for investment and fiduciary solutions.
- Structure and negotiate complex loan and lease agreements, including pricing, interest rates, swaps, and related financing structures.
- Advise clients through a goals-driven wealth management approach.
- Generate leads through centers of influence and cultivate partner networks.
- Serve as a subject matter expert, lead complex problem-solving, and execute cross-functional strategic initiatives.
Requirements
- At least 5 years of experience in financial analysis and client servicing, commercial lending, or leasing.
- Advanced knowledge of banking, financing, and the competitive landscape.
- Working knowledge of investments, trust, and financial consulting concepts.
- Strong negotiation, leadership, sales, and communication skills.
- Ability to interpret business challenges, recommend improvements, and influence stakeholders.
- U.S. work authorization is required; employment-based visa sponsorship is not available.
Culture & Benefits
- Flexible and collaborative work culture.
- Opportunities for internal mobility and access to senior leaders.
- Inclusive workplace with community and philanthropic engagement.
- Reasonable accommodations are available throughout the employment process.
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