Client Relationship Account Officer

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 hrswk. Mail resumes to: Safra Bank of New York, Attn: HR, 546 Fifth Avenue, New York, NY 10036 or email . Reference Job Code: SBNY-011025recblid 8zlvnwigsxz468tgure805net3nmtt

Created: 2025-03-09