Vice President, Relationship Manager, Wealth Management Greater Miami, FL Area

The Company is seeking a VP, Relationship Manager for its Wealth Management Division. The successful candidate will be tasked with growing and servicing a client portfolio, delivering a consultative client experience, and originating new business through various channels. This role requires a deep understanding of client financial needs and the ability to provide deposit, lending, investment, and insurance solutions in compliance with regulatory standards. Responsibilities include proactive management of client relationships, ensuring timely and accurate service, and coordinating with internal teams for loan origination and closing activities. The VP, Relationship Manager will also be expected to maintain BSA/KYC documentation, monitor account activity, and provide regular updates on portfolio performance. Applicants must have a Bachelor’s degree in business administration, accounting, or finance, with at least 5 years of experience in banking, particularly in international or wealth management branch operations. The role demands in-depth knowledge of the Bank Secrecy Act/AML requirements, internal bank operations, and banking or investment products for cross-selling. Proficiency in Microsoft 365 is essential, and experience in a sales team with a focus on high-quality service is preferred. The ideal candidate will have formal credit training, an established client portfolio, and relevant securities or insurance licenses. Excellent organizational, interpersonal, and communication skills, as well as the ability to travel within the designated market, are also required.

Hiring Company

Ocean Bank, Miami Florida