International Cash Management Specialist - Vice President
Core
Drive measurable growth of cash management solutions for offshore clients in the International Wealth Management segment by engaging Financial Advisors and Private Bankers.
Role type
Senior IC International Cash Management Specialist (Vice President)
Builds
Cash management solutions (deposits, transfers, cards, FX) for UHNW clients
Domain
International Wealth Management / Private Banking
Deliverable
product features
Required skills
Strategic thinking, commercial acumen, business development, product training, pipeline management, competitive analysis, client onboarding integration, multi-tasking
Preferred skills
Multi-language skills
Technologies
Global currency deposits, credit/debit cards, online bill pay, fund transfers, mobile banking, international payments ecosystems
Responsibilities
Drive responsible growth of cash management solutions through active engagement with Financial Advisors and Private Bankers; Partner with Financial Advisors to provide advice and guidance regarding the firm's full suite of Cash Management Solutions; Build marketing plans to drive awareness of products relevant to the U.S. and offshore clients; Conduct book reviews in partnership with Private Bankers and International Lending Advisors to identify and analyze business opportunities; Build and manage a pipeline of cash management opportunities leveraging opportunity lists and other analytics tools; Actively engage with Financial Advisors and Private Bankers to incorporate cash management into the onboarding of new clients; Work collaboratively with the International Private Banker and International Lending Advisors in identifying referral opportunities.
Seniority
Vice President, Senior IC
