- Wealth Management
Personalized service drives Amerant Preferred Banking. The relationships Amerant Preferred customers enjoy with our relationship managers go beyond being merely personal — they rise to the level of collaborative partnerships.
Our Relationship Managers create financial strategies based on each client’s goals - and devise a plan of action based on joint discussion and mutual decision-making. They bring the same level of sensitivity and consideration to each customer’s money matters as they do to their own.
Everyone’s needs and goals are different. Preferred relationship managers get to know their clients.
It’s a process that starts with learning about each individual and family: career trajectories, investment philosophies, educational goals for children, and upcoming or ongoing eldercare among many other variables. After all, personal banking without deep understanding is a hollow promise.
Amerant Preferred banking is a better way of banking. It is designed to meet the needs of our more sophisticated customers who desire a meaningful personal relationship with a dedicated relationship manager whose proactive approach provides opportunities for growth.
With Preferred, you have access to a dedicated relationship manager to assist you with any financial service need (banking, investments, trust and loans). You will have complimentary financial, estate planning, and a bundle of banking services provided at discounted fees or no charge.
A Preferred relationship starts with an active Relationship Interest Checking and Relationship Money Market accounts and maintain a three-month average balance of at least $250,000 in combined qualifying deposits, investments products and trust accounts.
There is no monthly service fee for Preferred banking.
1 The investment products (“Investment Products”) are offered by, and will be purchased through, Amerant Investments, Inc. The Investment Products are not FDIC insured and are not deposits or other obligations of, or guaranteed by, Amerant Bank, N.A. or any of its affiliates. The Investment Products are subject to investment risks, including the possibility of loss of the total principal invested. Amerant Investments, Inc. is member of FINRA/SIPC, and is a Registered Investment Advisor.
2 Only primary account holders are eligible.
3 Benefits become effective within 7 days of the enrollment.
4 Fee will be refunded on the next month’s account statement.
5 Heloc discount applies only for Primary Residence.
6Relationship Rewards (effective February 1, 2021). Eligibility Requirements:
Amerant Preferred banking is subject to change and may be discontinued at any time without notice.