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6 дней назад

Senior Banking Advisor (Wealth Management)

Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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

hirify.global 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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