Banker, Vice President

Job Description Help for Job Description. Opens a new window. Develops, manages, and retains institutional client relationships, ensuring a high level of satisfaction. Participates as part of the Institutions Team in the Banks commercial strategy across Mexico, Venezuela, Colombia, Central America and the Caribbean. Analyze various investment opportunities in order to establish and maintain High Net Worth client relationships. Work both with existing clients and with potential new clients in order to grow existing Assets Under Management and to establish new relationships. Review and analyze corporate financial reports, statements of profits and earnings, statements of past earnings, and other financial data in order to reach preliminary conclusions regarding investment possibilities. Based on these analyses, prepare reports setting forth the background, competitive positions, analyses of profits and outlooks, financial health and structure, valuation, liquidity and timing of various companies. Provide clients with up-to-the minute investment information and responsible for carrying out their clients investment decisions. Offers in-depth knowledge of investment products and services offered include asset and risk management, banking, credit, and trusts. Works closely with Private Wealth, Products and Compliance areas to develop sales strategies for target clients and markets and ensures that cross-business synergies are developed. Other duties as assigned or requested by immediate supervisor.