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
Vice President, International Cash Management Specialist
Builds
Cash management solutions (deposits, transfers, cards, FX) for UHNW clients
Domain
International Wealth Management / Treasury Services
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
Cash management platforms, banking and investment products, global currency deposits, credit card products, 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 on the firm's full suite of Cash Management Solutions; Build marketing plans to drive awareness of products for U.S. and offshore clients; Conduct book reviews to identify and analyze business opportunities; Build and manage a pipeline of cash management opportunities leveraging analytics tools; Articulate value proposition in competitive situations; Incorporate cash management into the onboarding of new clients.
Seniority
Vice President, strategic leadership with hands-on execution