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VP of Private Int. Banking

Intercam Securities   Miami, FL   Full-time     Other
Posted on August 22, 2021
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VP of Private Int. Banking (Miami, Florida): Interview clients to determine fin’l status & short & long-term fin’l goals & manage clients’ fin’l portfolios. Formulate recommendat’ns based on forecast’g trends to interpret int’l fin’l mrkts & economic condit’ns. Anlyz & recommend strategies & fin’l products to clients based on economic data & provide investment rprts for the following types of securities: listed & OTC equities, listed options, corporate bonds, government/agency bonds, frgn bonds, offshore mutual fin’l funds & frgn securities in frgn mrkts. Manage co’s assets to ensure fin’l stability & growth. Reqs: BS/BA or equivalency in Bus. Admin. or Finance + 2 yrs’ exp in pos offr’d OR alternatively 4 yrs’ exp in pos offr’d. Min. 2 yrs’ exp wrkg w/ & knowl of Mexican fin’l mrkts & derivative mrkts. Rcrd for bring’g in RIA high net worth clients ($1 million +). Ability to travel frequently to Mexico. Must hold FINRA Series 7, 63 & 24 broker’s licenses. Employer will accept any suit comb of edu, train’g, & exp. Send letter & resume in duplicate to: Intercam Securities, 1221 Brickell Ave Ste 600 Miami, FL 33131.