Client Relationship Account Officer

Safra Bank of New York Aventura, FL Full-time Finance

Posted on March 9, 2025

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 hrs/wk. Mail resumes to: Safra Bank of New York, Attn: HR, 546 Fifth Avenue, New York, NY 10036 or email Human.Resources@safra.com. Reference Job Code: SBNY-011025