Business Development Officer - Private Client Group Job at New Edge Associates a Talent Acquisition Firm, Miami, FL

M2cvS1N0NDZXODlqWmY1dnZQdkx5NTRkekE9PQ==
  • New Edge Associates a Talent Acquisition Firm
  • Miami, FL

Job Description

Job Description

MUST HAVE BANKING EXPERIENCE

New Edge Associates is collaborating with a reputable banking partner that is currently hiring a Private Client Group, BDO for their banking center in Doral, FL.

As a Private Client Group, BDO, you will drive business development within the healthcare industry, offering depository, treasury, and lending solutions to professional practices. You’ll also advise high-net-worth individuals on wealth management, using a holistic planning approach to attract and grow client relationships.

Responsibilities

  • Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
  • Generate business results and acquire new assets, both from new client acquisition
  • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
  • Partner with internal specialists to provide interdisciplinary expertise to clients when needed
  • Connect your clients across all lines of business
  • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
  • Strictly adhere to all risk and control policies, regulatory guidelines and security measures
  • Performs all other duties as assigned.

Qualifications

  • Seven plus years of work experience in Private Banking or Financial Services
  • Bachelor’s Degree required
  • Bilingual (Spanish/English) required
  • Proven sales success and strong business acumen
  • Strong community presence with an established network
  • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
  • Focuses on the client experience and works tirelessly on the client’s behalf

Job Tags

Temporary work, Work experience placement, Currently hiring,

Similar Jobs

Easterseals-Goodwill Northern Rocky Mountain Inc.

Goodwill Store Manager Job at Easterseals-Goodwill Northern Rocky Mountain Inc.

 ...EMPLOYEE DISCOUNTS? DO YOU ENJOY A FLEXIBLE WORK SCHEDULE?DO YOU HAVE FIRST-CLASS PEOPLE & MANAGEMENT SKILLS?THEN YOUR LOCAL GOODWILL STORE IS THE PLACE TO WORK!APPLY ONLINETEXT 'GOODWILL JOBS' TO APPLY @ (***) ***-****APPLY @ ORAT OUR BELGRADE, MONTANA STORE... 

Snapshot

Podcast Producer And Marketer Job at Snapshot

 ...holidays, 10 days vacation, and 1-week personal paid time off ~ Retirement plan What Were Looking For Were hiring a Podcast Producer & Marketer to take full ownership of two podcast brands under the Snapshot umbrella: MasterMined and Creative Assembly... 

Asian American Arts Alliance

Director of Education Job at Asian American Arts Alliance

 ...collection of art, and illuminates its collection through exhibitions, education, programming, and art makingmaking it a critical resource for...  ...of a gallery tour program. Supervise the Education team, interns, and volunteers, fostering a culture of collaboration,... 

C2 Graphics Productivity Solutions

Digital Copywriter (Milwaukee) Job at C2 Graphics Productivity Solutions

 ...Responsibilities: Cross-functional Collaboration: Work closely with the Creative Director, Content Director, and other stakeholders, ensuring...  ...is required Minimum 2 years of experience in a creative agency or related field, specifically in digital ad copy Not your... 

Abbott Laboratories

Customer Quality Statistician Job at Abbott Laboratories

 ...and branded generic medicines. Our 114,000 colleagues serve people in more than 160 countries. Job Title Customer Quality Statistician Working at Abbott At Abbott, you can do work that matters, grow, and learn, care for yourself and family, be your true self...