US +1-619-427-2310 - MX +52-554-172-5801

Private Banker

Job ID: 7513

Our distinguished client, a boutique bank, excels in crafting tailored financial solutions for businesses, entrepreneurs, and high-net-worth individuals. They are devoted to exceptional service, innovative financial products, and fostering a collaborative work environment that supports growth and development.

The mission of this role is to continue building the Bank’s position as a leader in providing unparalleled personal service through creative financial solutions that are designed for our US and International clients.
As a key member of the team, you will:

  • Offer innovative financial solutions to meet complex client needs.
  • Generate new business through lead screening and relationship building.
  • Develop and manage the Ex-Im Bank loan portfolio, lease discount loans, and loans for binational/export-oriented firms.
  • Create comprehensive credit memorandums for Loan Committee presentations.
  • Assist in branch operations, marketing, management reporting, and regulatory compliance.
  • Establish and maintain an upbeat, service-driven bank culture.
  • Represent the bank in industry groups, press relations, and investment activities.


  • A minimum of five years of proven success in a comparable client-facing position within the financial services sector.
  • Demonstrated expertise in managing relationships with international clientele in a private banking capacity
  • Demonstrated success in client service, leadership, problem solving, technical skills, and business acumen.
  • Ability to develop strategies to achieve goals, analyze market and competition, and adapt to changing conditions.
  • Strong communication and teamwork skills, experience in managing people, and commitment to quality and organizational support.
  • Bilingual (fluent in English and Spanish)
  • Bachelor’s degree in Finance, Business Administration, or related field, or equivalent experience.
  • Proficiency in Word Processing, advanced Spreadsheet, and accounting software.

This opportunity offers an engaging work environment in a prestigious financial institution. If you are a driven individual with a passion for excellence and a desire to contribute to a thriving organization, we encourage you to apply.

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