SVP Head of Private Client Group Bankers

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Full Time Regular Miami, FL, US

3 days ago Requisition

B ci provides financial services to individuals and corporation. We focus on being a global leader in innovations and personalized client experience and, with more than 10,500 employees, Bci is recognized as one of the best companies in which to work and develop a career. It is the third largest privately owned bank in Chile and it has more than 300 branch offices throughout Chile and representative offices in other countries.

Bci is an Equal Opportunity Employer
- All qualified ap plicants will receive consideration without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other factor determined to be unlawful under applicable law.

The Head of Private Client Group (PCG) Bankers leads the PCG Bankers team of high-value licensed bankers and financial advisors, driving regional sales strategies for UHNW and mass-affluent clients. This role ensures top-tier relationship management, regulatory compliance, operational effectiveness, and growth in deposits and wealth management services.

Among the responsibilities of this position are to manage, diversify and increase the size of the relationships of over 2,200 customers of the PCG segment and managing more than $2 billion in AUM. The role involves coordination and transversal duties for the Private Client Group.

The functions of the teams under this position are as follows:

Personal Banking:
Responsible for the administration of the commercial relationship of over 1,400 high net worth international clients, providing solutions such as loans, TDs, and credit facilities.

International Wealth Management:
Responsible for the direct and indirect management of the relationship of over 580 clients of the Personal Banking segments providing Wealth Management solutions.

The Head of PCG Bankers is also responsible to execute the business plan of “Bci Plan Internacional”, which has the objective of transforming BCI into the main international bank of Chile and LATAM with presence in the USA. This role is a leadership role, Therefore, it does not involve direct account or portfolio management. Any client accounts would be referred to the appropriate banker within 30 calendar days.

The role is a dual hat
-banking and investments- with extensive knowledge and experience in International Personal Banking and Private Banking platforms. Primarily supervising a team of Dual Hat Bankers for the Private Client Group segment.

Executes the Bci Plan Internacional business plan for the team and leads the team’s business and business development efforts to achieve the annual goals of each banker individually and the Group’s as a whole. Identifies and makes recommendations for product development, and enhancements and automation of sales processes to provide efficient and superior quality services to clients. Products and services offered include banking, asset management and credit.

• Coordinate initiatives and problem solving within Bci Miami, CNB, Bci Securities and Bci Peru to achieve business objectives
• Responsible for generating opportunities and act as the counterpart of cross border financing for offshore Bci clients in Miami as well as working with the Chile and Peru International Business teams.
• Work collaboratively with Wholesale Banking Miami, generating new prospect leads for the Private Client Group
• Support the global business development with CNB, Bci Securities and Bci Peru in addition to Bci…